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iShares Core 60/40 Balanced Allocation ETF

283 hedge funds and large institutions have $13.3B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
4.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
22
Increased
110
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFGP
201
Marshall Financial Group (Pennsylvania)
Pennsylvania
$219K +$2.81K +52 +1%
VWM
202
Venturi Wealth Management
Texas
$217K +$1.08K +20 +0.5%
FAM
203
Formidable Asset Management
Ohio
$216K +$13K +240 +6%
RIA
204
Realta Investment Advisors
Delaware
$215K
CL
205
COWA LLC
Oklahoma
$210K -$30.9K -571 -13%
WCFA
206
Walkner Condon Financial Advisors
Wisconsin
$203K +$203K +3,762 New
DWP
207
Destiny Wealth Partners
Florida
$183K +$54.1K +1,000 +42%
COCM
208
Charter Oak Capital Management
New Hampshire
$181K
JFA
209
JNBA Financial Advisors
Minnesota
$177K +$12.8K +238 +8%
WWM
210
Wolff Wiese Magana
California
$175K
SAM
211
Strategic Asset Management
Minnesota
$173K
CWP
212
Concord Wealth Partners
Virginia
$161K +$16.1K +298 +11%
PA
213
Parallel Advisors
California
$158K +$1.91K +35 +1%
BAM
214
Belpointe Asset Management
Nevada
$151K +$4.39K +82 +3%
CWM
215
CarsonAllaria Wealth Management
Illinois
$134K +$1.03K +19 +0.8%
MCC
216
Money Concepts Capital
Florida
$132K +$132K +2,439 New
CAL
217
Capital Analysts LLC
Pennsylvania
$130K
NL
218
NVWM LLC
Pennsylvania
$128K -$286K -5,330 -69%
TF
219
TimeScale Financial
Massachusetts
$124K -$142K -2,627 -53%
PCG
220
Private Capital Group
Connecticut
$113K
CWC
221
Carolinas Wealth Consulting
North Carolina
$111K +$1.95K +36 +2%
IA
222
IFP Advisors
Florida
$102K +$83.3K +2,150 +445%
CFGS
223
Concourse Financial Group Securities
Alabama
$101K
SWM
224
Spire Wealth Management
Virginia
$97K -$55.9K -1,038 -37%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$93.9K -$8.63K -160 -8%