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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 %
RCM
176
Rain Capital Management
Oregon
$38K +$245 +5 +0.6%
ADL
177
Asset Dedication LLC
California
$31K
FHA
178
Flagship Harbor Advisors
Massachusetts
$30K +$13.5K +286 +82%
ASN
179
Advisory Services Network
Georgia
$30K +$30K +612 New
DAM
180
Delta Asset Management
Tennessee
$27K -$4.91K -100 -15%
MIM
181
Macroview Investment Management
Maryland
$25K -$10.2K -212 -29%
RIM
182
Rockbridge Investment Management
New York
$25K
HR
183
Howe & Rusling
New York
$19K
SC
184
SouthState Corp
Florida
$19K
JWBC
185
John W. Brooker & Co
California
$19K +$18.5K +377 +3,770%
APC
186
Aspire Private Capital
North Carolina
$16K +$16K +322 New
AA
187
Ancora Advisors
Ohio
$14K
MA
188
MCF Advisors
Kentucky
$13K
AIP
189
Ameritas Investment Partners
Nebraska
$13K
IA
190
IFP Advisors
Florida
$12K +$47 +1 +0.4%
LWM
191
Liberty Wealth Management
California
$11K
AF
192
Affiance Financial
Minnesota
$10K
LF
193
Lee Financial
Texas
$8K
WEC
194
Winslow Evans & Crocker
Massachusetts
$8K
1IA
195
1834 Investment Advisors
Wisconsin
$8K
CSPIA
196
Cary Street Partners Investment Advisory
Virginia
$8K +$8K +166 New
FWM
197
Focused Wealth Management
New York
$7K +$49 +1 +0.7%
JAWM
198
J. Arnold Wealth Management
Ohio
$5K -$4.95K -101 -50%
VNA
199
Valley National Advisers
Pennsylvania
$5K
LAS
200
Lloyd Advisory Services
Georgia
$5K +$637 +13 +15%