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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 %
CF
176
Centaurus Financial
California
$278K -$4.05K -75 -1%
JCM
177
Jacobsen Capital Management
Utah
$273K -$126K -2,339 -32%
SOS
178
Silver Oak Securities
Tennessee
$273K +$273K +5,138 New
VHAM
179
Van Hulzen Asset Management
California
$272K +$40.6K +752 +18%
HWM
180
Howard Wealth Management
Connecticut
$271K +$2.43K +45 +0.9%
OAM
181
Occidental Asset Management
California
$270K -$13.5K -250 -5%
CRC
182
Curi RMB Capital
Illinois
$270K
RIL
183
Rothschild Investment LLC
Illinois
$270K
AWM
184
Axxcess Wealth Management
California
$270K +$3.07K +57 +1%
HPC
185
HM Payson & Co
Maine
$266K
F
186
F3Logic
Minnesota
$264K -$119K -2,203 -31%
CFG
187
CKW Financial Group
Hawaii
$264K +$28.4K +525 +12%
CIAS
188
Capital Investment Advisory Services
North Carolina
$262K
CWP
189
Corepath Wealth Partners
Arizona
$259K +$7.32K +142 +3%
IF
190
Intrua Financial
Texas
$256K -$5.41K -100 -2%
BOPW
191
Brandywine Oak Private Wealth
Pennsylvania
$243K +$9.51K +177 +4%
MPPLM
192
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$236K -$18.4K -342 -7%
CAWM
193
Capital Advisors Wealth Management
Washington
$236K
SCM
194
Stonehearth Capital Management
Massachusetts
$234K -$13.1K -244 -5%
KWM
195
Keebeck Wealth Management
Illinois
$232K
CA
196
Cetera Advisors
Colorado
$228K +$228K +4,217 New
NCM
197
Narwhal Capital Management
Georgia
$227K
AWA
198
Acorn Wealth Advisors
Michigan
$226K -$5.87K -109 -3%
CCFM
199
Clear Creek Financial Management
Washington
$225K +$6.63K +123 +3%
ADL
200
Asset Dedication LLC
California
$221K