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iShares Core 60/40 Balanced Allocation ETF

297 hedge funds and large institutions have $827M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+34
Holders Change %
+12.93%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
57
Increased
125
Reduced
69
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EIG
126
Ellenbecker Investment Group
Wisconsin
$599K +$599K +10,501 New
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$592K +$20.6K +361 +4%
TPCW
128
TD Private Client Wealth
New York
$578K +$578K +10,119 New
BRM
129
Boston Research & Management
Massachusetts
$574K
PWA
130
PCG Wealth Advisors
Kansas
$551K +$551K +9,646 New
AIP
131
Ahrens Investment Partners
Louisiana
$510K -$22.8K -399 -4%
RWM
132
Reston Wealth Management
Virginia
$509K +$229K +4,006 +81%
CF
133
Corrigan Financial
Rhode Island
$503K +$49.1K +861 +11%
HSWM
134
Hubbell Strickland Wealth Management
Louisiana
$494K +$10.8K +189 +2%
JPMorgan Chase & Co
135
JPMorgan Chase & Co
New York
$491K +$22K +385 +5%
SFWA
136
Summit Financial Wealth Advisors
Louisiana
$485K
GIA
137
Gladstone Institutional Advisory
Florida
$477K
BFA
138
Beacon Financial Advisory
Ohio
$475K +$3.71K +65 +0.8%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$468K -$570 -10 -0.1%
AFP
140
Ausdal Financial Partners
Iowa
$452K +$205K +3,597 +83%
CL
141
CPWM LLC
Washington
$444K
MWM
142
Mascoma Wealth Management
New Hampshire
$444K +$51.4K +902 +13%
CCM
143
Canal Capital Management
Virginia
$443K -$61.2K -1,073 -12%
SSC
144
Syverson Strege & Co
Iowa
$441K -$30.4K -532 -6%
NL
145
NVWM LLC
Pennsylvania
$440K +$41.7K +731 +10%
ACA
146
Aspire Capital Advisors
Washington
$430K +$430K +7,529 New
AWM
147
Avior Wealth Management
Nebraska
$429K -$80K -1,403 -16%
JCM
148
Jacobsen Capital Management
Utah
$423K -$17.9K -313 -4%
KOC
149
Koss-Olinger Consulting
Florida
$418K
FWM
150
Frontier Wealth Management
Missouri
$409K +$4.79K +84 +1%