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iShares Core 60/40 Balanced Allocation ETF

248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 closing their positions.

Holders
248
Holders Change
+16
Holders Change %
+6.9%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
40
Increased
75
Reduced
88
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$74.8M 1,396,329 +42,891 +3%
Bank of America
2
Bank of America
North Carolina
$63.1M 1,177,960 +11,637 +1%
AWM
3
AE Wealth Management
Kansas
$46M 858,340 +832,986 +3,285%
SWPG
4
Strategic Wealth Partners Group
Illinois
$39.8M 743,709 -64,570 -8%
AssetMark Inc
5
AssetMark Inc
California
$29.7M 554,636 +9,106 +2%
Wells Fargo
6
Wells Fargo
California
$20.5M 383,505 -182,368 -32%
Morgan Stanley
7
Morgan Stanley
New York
$15.5M 290,269 +9,217 +3%
LPL Financial
8
LPL Financial
California
$14.2M 265,558 +6,851 +3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$10.8M 202,234 +5,550 +3%
KAS
10
Kestra Advisory Services
Texas
$10.8M 201,510 -15,201 -7%
AWA
11
ARQ Wealth Advisors
Arizona
$9.74M 181,888 +2,650 +1%
UBS Group
12
UBS Group
Switzerland
$9.57M 178,685 +2,252 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.14M 170,686 +18,736 +12%
ACP
14
Aveo Capital Partners
Colorado
$8.92M 166,496 +166,496 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.07M 150,752 +18,918 +14%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.98M 148,755 -3,352 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.46M 120,564 -25,499 -17%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.33M 118,204 +2,252 +2%
WCG
19
Weaver Consulting Group
California
$4.84M 90,412 -2,435 -3%
LIA
20
LBMC Investment Advisors
Tennessee
$4.36M 81,429 -1,011 -1%
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$4.36M 81,318 +81,318 New
FHC
22
Fort Henry Capital
West Virginia
$4.3M 80,217 +5,843 +8%
PAMG
23
Patton Albertson Miller Group
Tennessee
$4.21M 78,579 -5,888 -7%
MFS
24
Madrona Financial Services
Washington
$4.16M 77,644 +5,250 +7%
MSA
25
Marino Stram & Associates
Massachusetts
$4.01M 74,852 -1,768 -2%