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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 %
AWA
201
Arkadios Wealth Advisors
Georgia
$4.93K +$4.93K +100 New
JWM
202
Janiczek Wealth Management
Colorado
$4K
NSIM
203
North Star Investment Management
Illinois
$2K +$2K +39 New
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$1K
F
205
F3Logic
Minnesota
$324 -$34 -711 -10%
FCA
206
FinTrust Capital Advisors
South Carolina
$141 +$57 +1,186 +69%
Stifel Financial
207
Stifel Financial
Missouri
-$7.01M -151,097 Closed
VFP
208
Verus Financial Partners
Virginia
-$1.58M -33,956 Closed
BSAM
209
Blue Sky Asset Management
Colorado
-$428K -9,219 Closed
WOSD
210
WFA of San Diego
California
-$314K -6,518 Closed
KA
211
Kovack Advisors
Florida
-$244K -5,270 Closed
CFD
212
Creative Financial Designs
Indiana
-$107K -2,309 Closed
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
-$95K -2,030 Closed
WR
214
Watson Rebecca
-$63K -1,363 Closed
CAAS
215
Capital Asset Advisory Services
Michigan
-$30K -629 Closed
AIC
216
Archer Investment Corporation
Indiana
-$24.7K -532 Closed
FWM
217
FSA Wealth Management
Massachusetts
-$16K -339 Closed
BBA
218
Braun-Bostich & Associates
Pennsylvania
-$5K -110 Closed
CCM
219
Cribstone Capital Management
Maine
-$1K -25 Closed