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iShares Core 60/40 Balanced Allocation ETF

297 hedge funds and large institutions have $827M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+34
Holders Change %
+12.93%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
57
Increased
125
Reduced
69
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
201
Keebeck Wealth Management
Illinois
$246K
AWA
202
Acorn Wealth Advisors
Michigan
$246K +$18.3K +321 +8%
VHAM
203
Van Hulzen Asset Management
California
$245K -$9.72K -170 -4%
NCM
204
Narwhal Capital Management
Georgia
$240K
PCMC
205
Private Capital Management (Colorado)
Colorado
$239K +$239K +4,192 New
ADL
206
Asset Dedication LLC
California
$234K
AA
207
Advisory Alpha
Michigan
$233K -$43.8K -768 -16%
CCFM
208
Clear Creek Financial Management
Washington
$231K +$6.33K +111 +3%
MFGP
209
Marshall Financial Group (Pennsylvania)
Pennsylvania
$229K -$31.2K -546 -12%
VWM
210
Venturi Wealth Management
Texas
$228K +$6.51K +114 +3%
RIA
211
Realta Investment Advisors
Delaware
$227K +$228 +4 +0.1%
MWM
212
Modera Wealth Management
New Jersey
$219K +$219K +3,829 New
FAM
213
Formidable Asset Management
Ohio
$215K -$12.7K -222 -6%
FCA
214
FinTrust Capital Advisors
South Carolina
$214K -$18.4K -323 -8%
PWM
215
Perigon Wealth Management
California
$210K
LWAC
216
Laurel Wealth Advisors (California)
California
$202K +$202K +3,545 New
RFN
217
RDA Financial Network
Iowa
$201K -$5.59K -98 -3%
IF
218
Ironwood Financial
Arizona
$200K
SFM
219
Signet Financial Management
New Jersey
$192K +$192K +3,369 New
COCM
220
Charter Oak Capital Management
New Hampshire
$191K -$4.21K -74 -2%
WWM
221
Wolff Wiese Magana
California
$185K +$9.76K +171 +6%
SAM
222
Strategic Asset Management
Minnesota
$183K
JFA
223
JNBA Financial Advisors
Minnesota
$174K +$10.2K +178 +6%
PA
224
Parallel Advisors
California
$163K
SWM
225
Spire Wealth Management
Virginia
$162K +$105K +1,840 +184%