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iShares Core 60/40 Balanced Allocation ETF

263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
124
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
151
Occidental Asset Management
California
$299K
Fidelity Investments
152
Fidelity Investments
Massachusetts
$299K +$55 +1 +0%
GWCM
153
Godshalk Welsh Capital Management
Pennsylvania
$293K +$13.8K +250 +5%
TA
154
Tiedemann Advisors
New York
$292K -$36.8K -665 -11%
RJA
155
Raymond James & Associates
Florida
$287K -$27.9K -502 -9%
RIL
156
Rothschild Investment LLC
Illinois
$277K
CRC
157
Curi RMB Capital
Illinois
$277K
USCWA
158
U.S. Capital Wealth Advisors
Texas
$277K +$277K +4,986 New
BSWM
159
Boston Standard Wealth Management
Massachusetts
$276K +$111 +2 +0%
IF
160
Intrua Financial
Texas
$275K +$275K +4,835 New
RWM
161
Reston Wealth Management
Virginia
$273K -$1.41M -25,344 -84%
MPPLM
162
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$272K -$19.8K -357 -7%
CIAS
163
Capital Investment Advisory Services
North Carolina
$269K +$4.38K +79 +2%
HWM
164
Howard Wealth Management
Connecticut
$269K +$6.43K +116 +2%
AA
165
Advisory Alpha
Michigan
$269K +$269K +4,857 New
FAIM
166
Financial Advocates Investment Management
Washington
$267K -$2.27M -40,966 -89%
TPA
167
Trivium Point Advisory
Connecticut
$267K +$1.61K +29 +0.6%
CFG
168
CKW Financial Group
Hawaii
$261K +$7.15K +128 +3%
CAWM
169
Capital Advisors Wealth Management
Washington
$253K +$999 +18 +0.4%
MFGP
170
Marshall Financial Group (Pennsylvania)
Pennsylvania
$253K +$2.06K +37 +0.8%
CAS
171
Cascadia Advisory Services
Oregon
$253K +$2.33K +42 +0.9%
BOPW
172
Brandywine Oak Private Wealth
Pennsylvania
$252K
CWP
173
Corepath Wealth Partners
Arizona
$248K +$10.6K +192 +4%
CL
174
COWA LLC
Oklahoma
$247K -$62.8K -1,131 -20%
VHAM
175
Van Hulzen Asset Management
California
$247K +$14.2K +257 +6%