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iShares Core 60/40 Balanced Allocation ETF

193 hedge funds and large institutions have $435M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 30 closing their positions.

Holders
193
Holders Change
-7
Holders Change %
-3.5%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
26
Increased
71
Reduced
70
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LW
201
Linscomb Wealth
Texas
-$319K -7,708 Closed
HA
202
HC Advisors
Georgia
-$302K -7,287 Closed
CFG
203
CMC Financial Group
Georgia
-$302K -7,287 Closed
DC
204
Davenport & Co
Virginia
-$279K -6,748 Closed
IA
205
IFG Advisory
Georgia
-$267K -6,476 Closed
CA
206
Cetera Advisors
Colorado
-$212K -5,128 Closed
SF
207
Synovus Financial
Georgia
-$89K -2,146 Closed
NFG
208
Next Financial Group
Texas
-$86K -2,078 Closed
GFPC
209
Global Financial Private Capital
Florida
-$86K -2,068 Closed
AA
210
Advisory Alpha
Michigan
-$73.4K -1,707 Closed
AIC
211
Ameritas Investment Company
Nebraska
-$52K -1,250 Closed
MWM
212
MBE Wealth Management
Wisconsin
-$32K -785 Closed
RFWA
213
RPg Family Wealth Advisory
Massachusetts
-$30.2K -731 Closed
EWM
214
EPG Wealth Management
Georgia
-$25K -600 Closed
ASN
215
Advisory Services Network
Georgia
-$22K -542 Closed
GSWM
216
Golden State Wealth Management
California
-$15K -372 Closed
GFPC
217
Global Financial Private Client
Florida
-$14.6K -360 Closed
DWM
218
Darwin Wealth Management
Florida
-$10K -259 Closed
BWM
219
BerganKDV Wealth Management
Minnesota
-$10K -241 Closed
S
220
SignatureFD
Georgia
-$6K -136 Closed
WAP
221
Wealthcare Advisory Partners
Pennsylvania
-$1K -33 Closed
HNB
222
Huntington National Bank
Ohio
-$26K