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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 %
FCA
176
FinTrust Capital Advisors
South Carolina
$211K +$40.9K +729 +24%
WCFA
177
Walkner Condon Financial Advisors
Wisconsin
$210K +$210K +3,757 New
AA
178
Ancora Advisors
Ohio
$207K -$127K -2,257 -38%
Qube Research & Technologies (QRT)
179
Qube Research & Technologies (QRT)
United Kingdom
$207K +$207K +3,695 New
VWM
180
Venturi Wealth Management
Texas
$206K -$21.6K -386 -9%
PWM
181
Perigon Wealth Management
California
$206K +$206K +3,680 New
RFN
182
RDA Financial Network
Iowa
$203K -$500K -8,925 -71%
IF
183
Ironwood Financial
Arizona
$196K -$2.24K -40 -1%
JWA
184
JFS Wealth Advisors
Pennsylvania
$190K +$391 +7 +0.2%
COCM
185
Charter Oak Capital Management
New Hampshire
$189K -$33.3K -594 -15%
WWM
186
Wolff Wiese Magana
California
$170K +$9.72K +174 +6%
JFA
187
JNBA Financial Advisors
Minnesota
$156K -$7.1K -127 -4%
APWA
188
Atlas Private Wealth Advisors
New Jersey
$151K +$10.2K +182 +7%
PCG
189
Private Capital Group
Connecticut
$124K
BHWM
190
Bay Harbor Wealth Management
Maryland
$115K
NFG
191
Next Financial Group
Texas
$112K -$5.25K -94 -4%
CWC
192
Carolinas Wealth Consulting
North Carolina
$102K -$54.1K -966 -35%
Creative Planning
193
Creative Planning
Kansas
$101K +$101K +1,800 New
TI
194
tru Independence
Oregon
$91K +$91K +1,630 New
SWA
195
SOA Wealth Advisors
New York
$86K -$6.83K -123 -7%
AAP
196
Arax Advisory Partners
Colorado
$82K +$82K +1,467 New
CFGS
197
Concourse Financial Group Securities
Alabama
$81K
CAL
198
Capital Analysts LLC
Pennsylvania
$81K +$167 +3 +0.2%
Deutsche Bank
199
Deutsche Bank
Germany
$76K
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$76K +$54.3K +963 +250%