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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.

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 %
COCM
176
Charter Oak Capital Management
New Hampshire
$213K +$6.28K +117 +3%
AWA
177
Acorn Wealth Advisors
Michigan
$213K +$213K +3,979 New
IA
178
IFG Advisory
Georgia
$207K -$58.5K -1,095 -22%
IF
179
Ironwood Financial
Arizona
$189K
WA
180
WestEnd Advisors
North Carolina
$183K -$19.4K -362 -10%
JWA
181
JFS Wealth Advisors
Pennsylvania
$182K
FCA
182
FinTrust Capital Advisors
South Carolina
$163K +$3.28K +61 +2%
LAS
183
Lloyd Advisory Services
Georgia
$158K +$151K +2,823 +2,123%
JFA
184
JNBA Financial Advisors
Minnesota
$156K -$36.8K -689 -19%
WWM
185
Wolff Wiese Magana
California
$154K -$9.61K -179 -6%
CWC
186
Carolinas Wealth Consulting
North Carolina
$149K -$4.81K -90 -3%
APWA
187
Atlas Private Wealth Advisors
New Jersey
$135K -$37.6K -701 -22%
PCG
188
Private Capital Group
Connecticut
$119K
NFG
189
Next Financial Group
Texas
$112K
BHWM
190
Bay Harbor Wealth Management
Maryland
$110K -$38.3K -714 -26%
SFS
191
Sowell Financial Services
Arkansas
$92K -$88K -1,588 -49%
SWA
192
SOA Wealth Advisors
New York
$89K -$34.8K -654 -28%
CAL
193
Capital Analysts LLC
Pennsylvania
$78K -$1.19K -22 -1%
CFGS
194
Concourse Financial Group Securities
Alabama
$77K +$77K +1,440 New
Deutsche Bank
195
Deutsche Bank
Germany
$73K +$73K +1,363 New
Citigroup
196
Citigroup
New York
$69K
TFO
197
Tarbox Family Office
California
$66K
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.2K
RIM
199
Rockbridge Investment Management
New York
$59K +$107 +2 +0.2%
AIC
200
Ameritas Investment Company
Nebraska
$57.4K +$57.4K +1,071 New