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iShares Core 60/40 Balanced Allocation ETF

193 hedge funds and large institutions have $435M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-7
Holders Change %
-3.5%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
26
Increased
71
Reduced
70
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
151
Capital Analysts LLC
Pennsylvania
$65K +$279 +6 +0.4%
WR
152
Watson Rebecca
$63K +$63K +1,363 New
Citigroup
153
Citigroup
New York
$59K +$3.36K +72 +6%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.9K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$51K
SWM
156
Sugarloaf Wealth Management
Georgia
$50K
RG
157
Retirement Group
California
$49K +$49K +1,053 New
AWM
158
AllSquare Wealth Management
New York
$43K
TFGT
159
TS Financial Group (TSFG)
Illinois
$40K
OC
160
Oakworth Capital
Alabama
$40K
SBL
161
Sargent Bickham Lagudis
Colorado
$39K +$184 +4 +0.5%
RCM
162
Rain Capital Management
Oregon
$36K +$140 +3 +0.4%
MIM
163
Macroview Investment Management
Maryland
$34K +$34K +732 New
DAM
164
Delta Asset Management
Tennessee
$30K -$2.45K -53 -8%
ADL
165
Asset Dedication LLC
California
$30K
CAAS
166
Capital Asset Advisory Services
Michigan
$30K
AIC
167
Archer Investment Corporation
Indiana
$24.7K -$4.96K -107 -17%
RIM
168
Rockbridge Investment Management
New York
$24K +$24K +526 New
TL
169
TrueWealth LLC
Georgia
$19K +$19K +417 New
SC
170
SouthState Corp
Florida
$18K
HR
171
Howe & Rusling
New York
$18K
FHA
172
Flagship Harbor Advisors
Massachusetts
$16K -$33.8K -740 -68%
FWM
173
FSA Wealth Management
Massachusetts
$16K +$47 +1 +0.3%
NL
174
NVWM LLC
Pennsylvania
$14K +$3.38K +74 +32%
MA
175
MCF Advisors
Kentucky
$13K