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iShares Core 60/40 Balanced Allocation ETF

193 hedge funds and large institutions have $435M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 30 closing their positions.

Holders
193
Holders Change
-7
Holders Change %
-3.5%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
26
Increased
71
Reduced
70
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$59.7M 1,285,990 +22,247 +2%
Bank of America
2
Bank of America
North Carolina
$56.4M 1,216,831 +18,065 +2%
SWPG
3
Strategic Wealth Partners Group
Illinois
$45.5M 981,584 -99,880 -9%
AssetMark Inc
4
AssetMark Inc
California
$21.6M 464,824 -31,764 -6%
Wells Fargo
5
Wells Fargo
California
$19.7M 425,381 -49,102 -10%
Morgan Stanley
6
Morgan Stanley
New York
$12.5M 268,479 +77,204 +40%
LPL Financial
7
LPL Financial
California
$12.4M 266,312 -62,112 -19%
Ameriprise
8
Ameriprise
Minnesota
$11.6M 248,980 +165,595 +199%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.6M 228,118 -68,904 -23%
UBS Group
10
UBS Group
Switzerland
$8.63M 185,993 -48,811 -21%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.24M 177,574 -55,941 -24%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$7.37M 158,967 +2,038 +1%
AWA
13
ARQ Wealth Advisors
Arizona
$7.11M 153,172 +167 +0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.09M 152,906 -16,160 -10%
Stifel Financial
15
Stifel Financial
Missouri
$7.01M 151,097 +140,070 +1,270%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.56M 141,375 -2,301 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.89M 105,307 +19,727 +23%
CFA
18
Cahill Financial Advisors
Minnesota
$4.42M 95,270 -6,459 -6%
OFG
19
Oxford Financial Group
Indiana
$4.29M 92,445 -36,438 -28%
SWP
20
Stratos Wealth Partners
Ohio
$4.18M 90,027 +74,915 +496%
WCG
21
Weaver Consulting Group
California
$4.06M 87,596 -1,554 -2%
PAMG
22
Patton Albertson Miller Group
Tennessee
$3.92M 84,498 +2,067 +3%
LIA
23
LBMC Investment Advisors
Tennessee
$3.79M 81,700 -227 -0.3%
Jane Street
24
Jane Street
New York
$3.7M 79,832 +79,832 New
MSA
25
Marino Stram & Associates
Massachusetts
$3.7M 78,847 -15,017 -16%