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iShares Core 60/40 Balanced Allocation ETF

283 hedge funds and large institutions have $13.3B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
4.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
22
Increased
110
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
126
Allworth Financial
California
$505K +$126K +2,335 +33%
BRM
127
Boston Research & Management
Massachusetts
$489K -$53.4K -990 -10%
RWM
128
Reston Wealth Management
Virginia
$488K +$6.85K +127 +1%
BFG
129
Buttonwood Financial Group
Missouri
$485K +$485K +8,966 New
GIA
130
Gladstone Institutional Advisory
Florida
$480K +$28.7K +532 +6%
FCA
131
FinTrust Capital Advisors
South Carolina
$478K +$275K +5,106 +136%
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$470K +$6.9K +128 +1%
HSWM
133
Hubbell Strickland Wealth Management
Louisiana
$468K +$1.35K +25 +0.3%
PWA
134
PCG Wealth Advisors
Kansas
$466K -$54.6K -1,011 -10%
SFWA
135
Summit Financial Wealth Advisors
Louisiana
$458K
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$443K
MWM
137
Mascoma Wealth Management
New Hampshire
$440K +$20.3K +377 +5%
CF
138
Corrigan Financial
Rhode Island
$439K -$36.2K -671 -8%
AFP
139
Ausdal Financial Partners
Iowa
$433K +$5.29K +98 +1%
FWM
140
Frontier Wealth Management
Missouri
$417K +$41.2K +785 +11%
SSC
141
Syverson Strege & Co
Iowa
$406K -$11K -204 -3%
AWM
142
Avior Wealth Management
Nebraska
$405K -$701 -13 -0.2%
AIP
143
Ahrens Investment Partners
Louisiana
$402K -$80.5K -1,490 -17%
DP
144
Divergent Planning
Maryland
$400K +$38K +701 +10%
IA
145
IFG Advisory
Georgia
$389K +$19.4K +360 +5%
KWM
146
Kingsview Wealth Management
Oregon
$387K +$63K +1,168 +19%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$385K -$175K -3,235 -31%
CL
148
CPWM LLC
Washington
$385K -$47K -871 -11%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$378K -$205K -3,809 -35%
PFS
150
Prospera Financial Services
Texas
$372K -$4.91K -91 -1%