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iShares Core 60/40 Balanced Allocation ETF

263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
124
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
F
126
F3Logic
Minnesota
$410K +$30.8K +558 +8%
KOC
127
Koss-Olinger Consulting
Florida
$406K -$222 -4 -0.1%
KWM
128
Kingsview Wealth Management
Oregon
$403K +$9.65K +174 +2%
FWM
129
Frontier Wealth Management
Missouri
$393K +$46.7K +841 +13%
NL
130
NVWM LLC
Pennsylvania
$388K +$43.1K +776 +13%
PFS
131
Prospera Financial Services
Texas
$387K -$27.8K -502 -7%
MWM
132
Mascoma Wealth Management
New Hampshire
$382K +$38.2K +688 +11%
TFS
133
TrustCore Financial Services
Tennessee
$370K
PPP
134
Private Portfolio Partners
New Jersey
$370K +$666 +12 +0.2%
DP
135
Divergent Planning
Maryland
$369K +$9.42K +170 +3%
EH
136
Equitable Holdings
New York
$360K +$4.44K +80 +1%
TF
137
TimeScale Financial
Massachusetts
$357K -$3.55K -64 -1%
HIA
138
Harbor Investment Advisory
Maryland
$348K +$10.4K +187 +3%
Stifel Financial
139
Stifel Financial
Missouri
$348K +$52.4K +944 +18%
CPO
140
Cerity Partners OCIO
New York
$340K +$4.27K +77 +1%
OGF
141
Orin Green Financial
California
$337K +$111 +2 +0%
AF
142
Allworth Financial
California
$328K +$39K +704 +13%
BJL
143
Brighton Jones LLC
Washington
$324K +$324K +5,846 New
LAS
144
Lloyd Advisory Services
Georgia
$321K +$312K +5,626 +3,452%
SG
145
StoneX Group
New York
$318K +$318K +5,740 New
AA
146
Ancora Advisors
Ohio
$317K +$112K +2,022 +55%
VA
147
Valmark Advisers
Ohio
$317K +$317K +5,711 New
JWBC
148
John W. Brooker & Co
California
$308K -$152K -2,749 -33%
FSA
149
Financial Services Advisory
Maryland
$308K +$333 +6 +0.1%
BCM
150
BlueCrest Capital Management
Jersey
$303K -$1.44M -25,934 -83%