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iShares Core 60/40 Balanced Allocation ETF

263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
124
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
201
Parallel Advisors
California
$158K -$70.1K -1,267 -31%
APWA
202
Atlas Private Wealth Advisors
New Jersey
$141K -$9.29K -167 -6%
CAL
203
Capital Analysts LLC
Pennsylvania
$133K +$52.7K +951 +66%
PCG
204
Private Capital Group
Connecticut
$117K -$6.52K -117 -5%
NFG
205
Next Financial Group
Texas
$111K
Koshinski Asset Management
206
Koshinski Asset Management
Illinois
$105K +$105K +1,901 New
CWC
207
Carolinas Wealth Consulting
North Carolina
$101K +$552 +10 +0.5%
SWA
208
SOA Wealth Advisors
New York
$86K +$332 +6 +0.4%
AAP
209
Arax Advisory Partners
Colorado
$75K -$6.8K -122 -8%
TFO
210
Tarbox Family Office
California
$68K
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$62K -$14.3K -252 -19%
BHWM
212
Bay Harbor Wealth Management
Maryland
$61K -$53.1K -954 -47%
SWM
213
Spire Wealth Management
Virginia
$55K
GIA
214
Goodwin Investment Advisory
Georgia
$52K
AWM
215
AllSquare Wealth Management
New York
$52K
OC
216
Oakworth Capital
Alabama
$48K
TFGT
217
TS Financial Group (TSFG)
Illinois
$48K
GWMIA
218
Global Wealth Management Investment Advisory
Florida
$47K -$1.66K -30 -3%
AW
219
Alaethes Wealth
Nevada
$47K
GGI
220
Godsey & Gibb Inc
Virginia
$45K
RCM
221
Rain Capital Management
Oregon
$41K -$2.99K -54 -7%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$41K +$4.97K +91 +14%
SWM
223
Sugarloaf Wealth Management
Georgia
$40K
APC
224
Aspire Private Capital
North Carolina
$38K +$1.94K +35 +5%
HWMA
225
Heritage Wealth Management (Arizona)
Arizona
$33K -$21.5K -385 -39%