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iShares Core 60/40 Balanced Allocation ETF

248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+16
Holders Change %
+6.9%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
40
Increased
75
Reduced
88
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWCM
151
Godshalk Welsh Capital Management
Pennsylvania
$270K -$5.2K -97 -2%
RIL
152
Rothschild Investment LLC
Illinois
$268K
EH
153
Equitable Holdings
New York
$266K +$266K +4,960 New
MWM
154
Mascoma Wealth Management
New Hampshire
$257K +$257K +4,799 New
CPO
155
Cerity Partners OCIO
New York
$256K -$21.9K -410 -8%
MFGP
156
Marshall Financial Group (Pennsylvania)
Pennsylvania
$255K -$127K -2,372 -33%
CIAS
157
Capital Investment Advisory Services
North Carolina
$254K -$4.17K -78 -2%
OPS
158
Orion Portfolio Solutions
Nebraska
$251K
CSIA
159
Charles Schwab Investment Advisory
California
$250K +$250K +4,662 New
AF
160
Allworth Financial
California
$246K -$231K -4,310 -48%
HWM
161
Howard Wealth Management
Connecticut
$245K +$6.69K +125 +3%
FSA
162
Financial Services Advisory
Maryland
$245K +$245K +4,574 New
CAS
163
Cascadia Advisory Services
Oregon
$242K +$242K +4,511 New
CAWM
164
Capital Advisors Wealth Management
Washington
$242K +$242K +4,524 New
OIA
165
OneDigital Investment Advisors
Kansas
$240K
RJA
166
Raymond James & Associates
Florida
$238K -$237K -4,424 -50%
CFG
167
CKW Financial Group
Hawaii
$238K +$25.5K +476 +12%
KWM
168
Keebeck Wealth Management
Illinois
$231K +$231K +4,306 New
Brown Advisory
169
Brown Advisory
Maryland
$230K
NCM
170
Narwhal Capital Management
Georgia
$225K
VHAM
171
Van Hulzen Asset Management
California
$223K -$21.6K -402 -9%
PA
172
Parallel Advisors
California
$221K
ADL
173
Asset Dedication LLC
California
$220K
VWM
174
Venturi Wealth Management
Texas
$218K -$20.9K -390 -9%
FAM
175
Formidable Asset Management
Ohio
$215K -$108 -2 -0.1%