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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 %
Citigroup
201
Citigroup
New York
$72K
TFO
202
Tarbox Family Office
California
$69K
RIM
203
Rockbridge Investment Management
New York
$62K
SWM
204
Spire Wealth Management
Virginia
$56K +$56K +999 New
HWMA
205
Heritage Wealth Management (Arizona)
Arizona
$55K
GIA
206
Goodwin Investment Advisory
Georgia
$52K
AWM
207
AllSquare Wealth Management
New York
$52K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$51K
GWMIA
209
Global Wealth Management Investment Advisory
Florida
$49K -$9.17K -165 -16%
OC
210
Oakworth Capital
Alabama
$48K
TFGT
211
TS Financial Group (TSFG)
Illinois
$48K
AW
212
Alaethes Wealth
Nevada
$47K +$47K +845 New
RCM
213
Rain Capital Management
Oregon
$45K +$113 +2 +0.3%
GGI
214
Godsey & Gibb Inc
Virginia
$45K +$45K +812 New
AWA
215
Arkadios Wealth Advisors
Georgia
$44K +$10.6K +190 +32%
GRP
216
Global Retirement Partners
California
$44K +$44K +793 New
SWM
217
Sugarloaf Wealth Management
Georgia
$40K +$38.2K +690 +2,091%
APC
218
Aspire Private Capital
North Carolina
$37K +$2.1K +37 +6%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$36K -$13.6K -250 -27%
APA
220
American Portfolios Advisors
New York
$35.7K -$997K -17,803 -97%
RG
221
Retirement Group
California
$34K
DAM
222
Delta Asset Management
Tennessee
$27K
CWP
223
Concord Wealth Partners
Virginia
$27K +$27K +491 New
WP
224
WealthShield Partners
North Carolina
$25K
SPIA
225
Steward Partners Investment Advisory
New York
$25K