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iShares Core 60/40 Balanced Allocation ETF

206 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 13 closing their positions.

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
28
Increased
72
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$62.6M 1,291,962 +5,972 +0.5%
Bank of America
2
Bank of America
North Carolina
$56.6M 1,167,936 -48,895 -4%
SWPG
3
Strategic Wealth Partners Group
Illinois
$46.3M 955,561 -26,023 -3%
Wells Fargo
4
Wells Fargo
California
$28.3M 584,448 +159,067 +37%
AssetMark Inc
5
AssetMark Inc
California
$26.2M 541,523 +76,699 +17%
Morgan Stanley
6
Morgan Stanley
New York
$13.4M 276,678 +8,199 +3%
LPL Financial
7
LPL Financial
California
$11.9M 245,884 -20,428 -8%
KAS
8
Kestra Advisory Services
Texas
$9.56M 197,261 +197,261 New
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$9.22M 190,276 +119,508 +169%
UBS Group
10
UBS Group
Switzerland
$8.93M 184,268 -1,725 -0.9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.18M 168,938 +9,971 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.18M 169,606 -7,968 -4%
AWA
13
ARQ Wealth Advisors
Arizona
$7.54M 155,668 +2,496 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.5M 154,896 -73,222 -32%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$7.19M 148,456 -4,450 -3%
ACP
16
Aveo Capital Partners
Colorado
$6.71M 138,503 +138,503 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.62M 115,959 -25,416 -18%
Citadel Advisors
18
Citadel Advisors
Florida
$5.47M 112,916 +81,023 +254%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.19M 107,112 +1,805 +2%
WCG
20
Weaver Consulting Group
California
$4.32M 89,157 +1,561 +2%
PAMG
21
Patton Albertson Miller Group
Tennessee
$4.17M 86,002 +1,504 +2%
LIA
22
LBMC Investment Advisors
Tennessee
$3.93M 81,205 -495 -0.6%
MSA
23
Marino Stram & Associates
Massachusetts
$3.75M 77,445 -1,402 -2%
SFG
24
Sage Financial Group
Pennsylvania
$3.73M 76,892 +1,253 +2%
MFS
25
Madrona Financial Services
Washington
$3.53M 72,922 +1,793 +3%