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iShares Core 60/40 Balanced Allocation ETF

206 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 13 closing their positions.

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
28
Increased
72
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TF
151
TimeScale Financial
Massachusetts
$135K +$10.3K +212 +8%
BHWM
152
Bay Harbor Wealth Management
Maryland
$134K -$9.17K -189 -6%
CF
153
Centaurus Financial
California
$122K +$122K +2,510 New
SFS
154
Sowell Financial Services
Arkansas
$111K -$1.02K -21 -0.9%
PCG
155
Private Capital Group
Connecticut
$107K
NFG
156
Next Financial Group
Texas
$102K +$102K +2,098 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$93K -$50.9K -1,052 -35%
TFO
158
Tarbox Family Office
California
$84K -$18.2K -377 -18%
AA
159
Advisory Alpha
Michigan
$83K +$83K +1,694 New
LFG
160
LifePlan Financial Group
Ohio
$72K +$1.66K +34 +2%
WA
161
WestEnd Advisors
North Carolina
$69.2K -$28.5K -588 -29%
AAP
162
Arax Advisory Partners
Colorado
$69K +$770 +16 +1%
CAL
163
Capital Analysts LLC
Pennsylvania
$68K +$338 +7 +0.5%
Citigroup
164
Citigroup
New York
$62K +$964 +20 +2%
KCM
165
Kathmere Capital Management
Pennsylvania
$58K +$58K +1,190 New
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.2K
SWM
167
Sugarloaf Wealth Management
Georgia
$53K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$51K
GWMIA
169
Global Wealth Management Investment Advisory
Florida
$50K -$94.3K -1,953 -65%
RG
170
Retirement Group
California
$46K -$4.72K -98 -9%
AWM
171
AllSquare Wealth Management
New York
$45K
OC
172
Oakworth Capital
Alabama
$42K
TFGT
173
TS Financial Group (TSFG)
Illinois
$42K
NNP
174
Nachman Norwood & Parrott
South Carolina
$42K +$42K +875 New
SBL
175
Sargent Bickham Lagudis
Colorado
$41K +$240 +5 +0.6%