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iShares Core 60/40 Balanced Allocation ETF

259 hedge funds and large institutions have $566M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
4.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
33
Increased
98
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPP
126
Private Portfolio Partners
New Jersey
$373K +$280 +5 +0.1%
IA
127
IFP Advisors
Florida
$367K +$309K +5,503 +530%
TF
128
TimeScale Financial
Massachusetts
$364K -$37.9K -677 -9%
DP
129
Divergent Planning
Maryland
$361K +$15.5K +279 +4%
EH
130
Equitable Holdings
New York
$359K +$80.9K +1,443 +29%
FWM
131
Frontier Wealth Management
Missouri
$350K +$24.5K +437 +8%
NL
132
NVWM LLC
Pennsylvania
$348K +$56.2K +1,002 +19%
MWM
133
Mascoma Wealth Management
New Hampshire
$347K +$78.2K +1,396 +29%
HIA
134
Harbor Investment Advisory
Maryland
$341K +$12.5K +224 +4%
OGF
135
Orin Green Financial
California
$340K +$12.2K +219 +4%
IWM
136
IHT Wealth Management
Illinois
$339K +$38K +678 +13%
CPO
137
Cerity Partners OCIO
New York
$339K +$71.2K +1,273 +27%
OMC
138
Old Mission Capital
Illinois
$335K +$335K +5,990 New
TA
139
Tiedemann Advisors
New York
$332K
FC
140
FCA Corp
Texas
$327K +$327K +5,843 New
RJA
141
Raymond James & Associates
Florida
$318K +$69K +1,230 +28%
CL
142
COWA LLC
Oklahoma
$313K -$92K -1,640 -23%
FSA
143
Financial Services Advisory
Maryland
$310K +$54K +965 +21%
CL
144
CPWM LLC
Washington
$309K +$309K +5,521 New
OAM
145
Occidental Asset Management
California
$302K -$7.17K -128 -2%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$302K +$56 +1 +0%
AC
147
Alexandria Capital
Virginia
$301K -$21.7K -388 -7%
Stifel Financial
148
Stifel Financial
Missouri
$298K
MPPLM
149
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$295K -$111K -1,983 -27%
AF
150
Allworth Financial
California
$292K +$35.1K +627 +14%