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iShares Core 60/40 Balanced Allocation ETF

283 hedge funds and large institutions have $13.3B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
4.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
22
Increased
110
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OGF
151
Orin Green Financial
California
$362K +$33.3K +616 +10%
TFS
152
TrustCore Financial Services
Tennessee
$360K
HIA
153
Harbor Investment Advisory
Maryland
$355K +$12.7K +235 +4%
KOC
154
Koss-Olinger Consulting
Florida
$350K -$45.3K -839 -11%
JCM
155
J2 Capital Management
Michigan
$350K +$11.9K +220 +4%
VA
156
Valmark Advisers
Ohio
$344K +$5.73K +106 +2%
RCAG
157
Rehmann Capital Advisory Group
Michigan
$341K +$341K +6,311 New
BJL
158
Brighton Jones LLC
Washington
$336K +$14.1K +261 +4%
CPO
159
Cerity Partners OCIO
New York
$333K +$16.8K +312 +5%
AAS
160
Ameritas Advisory Services
Nebraska
$332K -$2.76M -51,200 -89%
LWMNY
161
Landmark Wealth Management (New York)
New York
$325K +$325K +11,826 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$320K -$45.1K -835 -12%
GC
163
Gould Capital
Washington
$319K +$37.2K +690 +13%
FSG
164
Financial Strategies Group
Michigan
$312K +$12.4K +230 +4%
EH
165
Equitable Holdings
New York
$311K -$20.3K -377 -6%
CWM
166
Congress Wealth Management
Massachusetts
$311K -$1.46K -27 -0.5%
AWA
167
Archvest Wealth Advisors
California
$310K
SG
168
StoneX Group
New York
$310K
5SA
169
5th Street Advisors
Connecticut
$307K
FSA
170
Financial Services Advisory
Maryland
$307K +$7.33K +136 +2%
GWCM
171
Godshalk Welsh Capital Management
Pennsylvania
$292K +$810 +15 +0.3%
Fidelity Investments
172
Fidelity Investments
Massachusetts
$291K -$1.13K -21 -0.4%
JWBC
173
John W. Brooker & Co
California
$288K -$27.2K -504 -9%
MWM
174
Modera Wealth Management
New Jersey
$288K +$81.2K +1,504 +39%
BSWM
175
Boston Standard Wealth Management
Massachusetts
$285K +$13.6K +252 +5%