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iShares Core 60/40 Balanced Allocation ETF

259 hedge funds and large institutions have $566M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 20 closing their positions.

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
4.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
33
Increased
98
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$80.1M 1,429,474 +33,145 +2%
WA
2
WestEnd Advisors
North Carolina
-3,416 Closed
Bank of America
3
Bank of America
North Carolina
$62.9M 1,123,732 -54,228 -5%
Wells Fargo
4
Wells Fargo
California
$21.1M 375,889 -7,616 -2%
AssetMark Inc
5
AssetMark Inc
California
$20.7M 369,908 -184,728 -33%
Morgan Stanley
6
Morgan Stanley
New York
$16M 285,755 -4,514 -2%
LPL Financial
7
LPL Financial
California
$14.9M 265,457 -101 -0%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M 226,019 +144,701 +178%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$11.8M 209,923 +7,689 +4%
KAS
10
Kestra Advisory Services
Texas
$11.3M 201,386 -124 -0.1%
AWA
11
ARQ Wealth Advisors
Arizona
$10.7M 191,780 +9,892 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.51M 169,862 -824 -0.5%
ACP
13
Aveo Capital Partners
Colorado
$9.35M 166,912 +416 +0.2%
UBS Group
14
UBS Group
Switzerland
$9.18M 163,896 -14,789 -8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.4M 150,030 -722 -0.5%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.38M 149,599 +844 +0.6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.87M 122,759 +4,555 +4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.21M 110,929 -9,635 -8%
WCG
19
Weaver Consulting Group
California
$5.05M 90,096 -316 -0.3%
FHC
20
Fort Henry Capital
West Virginia
$4.71M 84,063 +3,846 +5%
AL
21
Aspiriant LLC
California
$4.59M 82,041 +28,166 +52%
MFS
22
Madrona Financial Services
Washington
$4.45M 79,382 +1,738 +2%
LIA
23
LBMC Investment Advisors
Tennessee
$4.43M 79,095 -2,334 -3%
PAMG
24
Patton Albertson Miller Group
Tennessee
$4.26M 76,010 -2,569 -3%
HIP
25
Harrell Investment Partners
Texas
$4.02M 71,782 +21,385 +42%