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iShares Core 60/40 Balanced Allocation ETF

272 hedge funds and large institutions have $752M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-11
Holders Change %
-3.89%
% of All Funds
4.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
24
Increased
104
Reduced
95
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
126
Buttonwood Financial Group
Missouri
$469K +$39.2K +818 +9%
Lido Advisors
127
Lido Advisors
California
$458K +$1.53K +32 +0.3%
FCA
128
FinTrust Capital Advisors
South Carolina
$452K +$19.8K +406 +5%
MML Investors Services
129
MML Investors Services
Massachusetts
$450K +$450K +9,380 New
BRM
130
Boston Research & Management
Massachusetts
$424K -$10.5K -220 -2%
GIA
131
Gladstone Institutional Advisory
Florida
$422K -$4.75K -99 -1%
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$418K -$576 -12 -0.1%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$417K +$75K +1,565 +22%
HSWM
134
Hubbell Strickland Wealth Management
Louisiana
$416K -$480 -10 -0.1%
SFWA
135
Summit Financial Wealth Advisors
Louisiana
$415K
PWA
136
PCG Wealth Advisors
Kansas
$415K +$863 +18 +0.2%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$394K
CF
138
Corrigan Financial
Rhode Island
$393K +$2.3K +48 +0.6%
CCM
139
Canal Capital Management
Virginia
$376K -$147K -3,068 -28%
MWM
140
Mascoma Wealth Management
New Hampshire
$373K -$19.1K -397 -5%
SSC
141
Syverson Strege & Co
Iowa
$372K +$11.1K +232 +3%
HG
142
Harbor Group
New Hampshire
$371K +$371K +7,729 New
FWM
143
Frontier Wealth Management
Missouri
$363K -$18.4K -383 -5%
DP
144
Divergent Planning
Maryland
$362K +$7.02K +146 +2%
AFP
145
Ausdal Financial Partners
Iowa
$361K -$24.1K -502 -6%
AWM
146
Avior Wealth Management
Nebraska
$360K -$48 -1 -0%
OWM
147
OneAscent Wealth Management
Alabama
$360K +$360K +7,491 New
AIP
148
Ahrens Investment Partners
Louisiana
$357K -$432 -9 -0.1%
KWM
149
Kingsview Wealth Management
Oregon
$349K +$4.23K +88 +1%
Jane Street
150
Jane Street
New York
$347K -$5.17M -107,782 -94%