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iShares Core 60/40 Balanced Allocation ETF

263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
263
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
124
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WA
1
WestEnd Advisors
North Carolina
BlackRock
2
BlackRock
New York
$80.2M 1,446,051 +16,577 +1%
Bank of America
3
Bank of America
North Carolina
$62.6M 1,127,895 +4,163 +0.4%
AWM
4
AE Wealth Management
Kansas
$52.9M 952,783 +915,248 +2,438%
SWPG
5
Strategic Wealth Partners Group
Illinois
$38.6M 696,114 +696,114 New
BIA
6
Bell Investment Advisors
California
$28.3M 510,962 +510,962 New
Wells Fargo
7
Wells Fargo
California
$21.2M 382,713 +6,824 +2%
AssetMark Inc
8
AssetMark Inc
California
$20.8M 375,798 +5,890 +2%
Morgan Stanley
9
Morgan Stanley
New York
$17.6M 316,947 +31,192 +11%
LPL Financial
10
LPL Financial
California
$16.3M 294,199 +28,742 +11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.8M 284,565 +114,703 +68%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$13.1M 235,650 +9,631 +4%
KAS
13
Kestra Advisory Services
Texas
$11.5M 207,675 +6,289 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$11.4M 206,001 -3,922 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.99M 179,968 +30,369 +20%
UBS Group
16
UBS Group
Switzerland
$8.92M 160,740 -3,156 -2%
ACP
17
Aveo Capital Partners
Colorado
$8.37M 150,952 -15,960 -10%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.17M 147,215 -2,815 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.98M 125,799 +3,040 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.42M 115,751 +4,822 +4%
AL
21
Aspiriant LLC
California
$5.17M 93,301 +11,260 +14%
WCG
22
Weaver Consulting Group
California
$5.06M 91,129 +1,033 +1%
FHC
23
Fort Henry Capital
West Virginia
$4.75M 85,578 +1,515 +2%
MFS
24
Madrona Financial Services
Washington
$4.62M 83,333 +3,951 +5%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$4.38M 78,885 +75,190 +2,035%