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iShares Core 60/40 Balanced Allocation ETF

297 hedge funds and large institutions have $827M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
297
Holders Change
+34
Holders Change %
+12.93%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
57
Increased
125
Reduced
69
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$106M 1,850,400 +1,467,687 +383%
BlackRock
2
BlackRock
New York
$85.4M 1,496,045 +49,994 +3%
Bank of America
3
Bank of America
North Carolina
$67.1M 1,175,931 +48,036 +4%
SWPG
4
Strategic Wealth Partners Group
Illinois
$37M 648,327 -47,787 -7%
UBS Group
5
UBS Group
Switzerland
$32M 561,292 +400,552 +249%
BIA
6
Bell Investment Advisors
California
$30.4M 532,907 +21,945 +4%
AssetMark Inc
7
AssetMark Inc
California
$20.7M 362,431 -13,367 -4%
Morgan Stanley
8
Morgan Stanley
New York
$19.9M 348,619 +31,672 +10%
GM
9
GeoWealth Management
Illinois
$18.6M 326,410 +288,654 +765%
WA
10
WestEnd Advisors
North Carolina
$18.5M 324,964 +324,964 New
LPL Financial
11
LPL Financial
California
$17.7M 310,137 +15,938 +5%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$13.2M 230,499 -5,151 -2%
RJA
13
Raymond James & Associates
Florida
$12.5M 218,153 +212,983 +4,120%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.3M 215,656 +35,688 +20%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$11.9M 207,967 +1,966 +1%
KAS
16
Kestra Advisory Services
Texas
$11.8M 206,631 -1,044 -0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.6M 202,381 -82,184 -29%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.6M 185,391 +145,178 +361%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.65M 151,578 +35,827 +31%
ACP
20
Aveo Capital Partners
Colorado
$8.57M 150,214 -738 -0.5%
AL
21
Aspiriant LLC
California
$8.06M 141,250 +47,949 +51%
AI
22
Atria Investments
North Carolina
$7.99M 139,947 +139,947 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$7.77M 136,059 -11,156 -8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$7.26M 127,113 +1,314 +1%
IPW
25
IronBridge Private Wealth
Texas
$6.57M 115,062 +115,062 New