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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 %
GWMIA
201
Global Wealth Management Investment Advisory
Florida
$56K +$1.5K +28 +3%
IA
202
IFP Advisors
Florida
$54K -$1.77M -34,030 -97%
HWMA
203
Heritage Wealth Management (Arizona)
Arizona
$52K +$52K +975 New
GIA
204
Goodwin Investment Advisory
Georgia
$51K -$14.1K -260 -22%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$51K
AWM
206
AllSquare Wealth Management
New York
$50K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$49K
TFGT
208
TS Financial Group (TSFG)
Illinois
$46K
OC
209
Oakworth Capital
Alabama
$45K
RCM
210
Rain Capital Management
Oregon
$42K +$689 +13 +2%
APC
211
Aspire Private Capital
North Carolina
$33K +$6.01K +112 +22%
RG
212
Retirement Group
California
$32K -$13.6K -255 -30%
AWA
213
Arkadios Wealth Advisors
Georgia
$32K
DAM
214
Delta Asset Management
Tennessee
$25K -$2.63K -50 -10%
WP
215
WealthShield Partners
North Carolina
$24K +$24K +449 New
SPIA
216
Steward Partners Investment Advisory
New York
$23.6K -$8.3K -155 -26%
SBL
217
Sargent Bickham Lagudis
Colorado
$23K -$22.9K -427 -50%
FA
218
Financial Advantage
Maryland
$21K
SC
219
SouthState Corp
Florida
$21K
HR
220
Howe & Rusling
New York
$21K
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$21K +$21K +385 New
FCMT
222
Founders Capital Management (Texas)
Texas
$18K
EP
223
Eudaimonia Partners
Tennessee
$18K +$18K +330 New
MA
224
MCF Advisors
Kentucky
$15K
AIP
225
Ameritas Investment Partners
Nebraska
$14K