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iShares Core 60/40 Balanced Allocation ETF

259 hedge funds and large institutions have $566M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
4.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
33
Increased
98
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWCM
151
Godshalk Welsh Capital Management
Pennsylvania
$283K +$168 +3 +0.1%
RIL
152
Rothschild Investment LLC
Illinois
$280K
CRC
153
Curi RMB Capital
Illinois
$280K +$280K +5,000 New
BSWM
154
Boston Standard Wealth Management
Massachusetts
$278K -$13.4K -240 -5%
CIAS
155
Capital Investment Advisory Services
North Carolina
$267K +$1.4K +25 +0.5%
TPA
156
Trivium Point Advisory
Connecticut
$267K +$267K +4,773 New
HWM
157
Howard Wealth Management
Connecticut
$265K +$8.95K +160 +3%
SCM
158
Stonehearth Capital Management
Massachusetts
$258K -$107K -1,922 -29%
BOPW
159
Brandywine Oak Private Wealth
Pennsylvania
$255K -$29.5K -527 -10%
CFG
160
CKW Financial Group
Hawaii
$255K +$5.5K +98 +2%
CAWM
161
Capital Advisors Wealth Management
Washington
$254K +$895 +16 +0.4%
MFGP
162
Marshall Financial Group (Pennsylvania)
Pennsylvania
$253K -$13.4K -240 -5%
CAS
163
Cascadia Advisory Services
Oregon
$253K +$280 +5 +0.1%
CCWA
164
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$248K +$248K +4,420 New
CWP
165
Corepath Wealth Partners
Arizona
$242K +$242K +4,286 New
KWM
166
Keebeck Wealth Management
Illinois
$241K
NCM
167
Narwhal Capital Management
Georgia
$235K
VHAM
168
Van Hulzen Asset Management
California
$235K +$2.46K +44 +1%
AFP
169
Ausdal Financial Partners
Iowa
$234K -$1.18M -21,186 -84%
PA
170
Parallel Advisors
California
$231K
ADL
171
Asset Dedication LLC
California
$229K
AIC
172
Ameritas Investment Company
Nebraska
$224K +$151K +2,206 +206%
AWA
173
Acorn Wealth Advisors
Michigan
$223K -$224 -4 -0.1%
CCFM
174
Clear Creek Financial Management
Washington
$219K +$219K +3,904 New
RIA
175
Realta Investment Advisors
Delaware
$213K +$213K +3,801 New