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iShares Core 60/40 Balanced Allocation ETF

283 hedge funds and large institutions have $13.3B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 32 closing their positions.

Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
4.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
22
Increased
110
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WA
1
WestEnd Advisors
North Carolina
-324,964 Closed
BlackRock
2
BlackRock
New York
$81.9M 1,517,250 +21,205 +1%
Bank of America
3
Bank of America
North Carolina
$60.7M 1,125,212 -50,719 -4%
HHGA
4
Halbert Hargrove Global Advisors
California
$49.6M 918,796 +918,796 New
Wells Fargo
5
Wells Fargo
California
$32.3M 598,937 -1,251,463 -68%
SWPG
6
Strategic Wealth Partners Group
Illinois
$31.6M 585,938 -62,389 -10%
AssetMark Inc
7
AssetMark Inc
California
$20.1M 371,591 +9,160 +3%
Morgan Stanley
8
Morgan Stanley
New York
$18.8M 348,736 +117 +0%
LPL Financial
9
LPL Financial
California
$16.7M 310,237 +100 +0%
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Virginia
$12M 236,312 +5,813 +3%
KAS
11
Kestra Advisory Services
Texas
$11.1M 205,725 -906 -0.4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$11M 204,082 -3,885 -2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$10.7M 198,816 +94,332 +90%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.6M 196,275 -6,106 -3%
UBS Group
15
UBS Group
Switzerland
$10.6M 196,264 -365,028 -65%
Osaic Holdings
16
Osaic Holdings
Arizona
$9.48M 186,306 -29,350 -14%
AI
17
Atria Investments
North Carolina
$9.38M 173,764 +33,817 +24%
AL
18
Aspiriant LLC
California
$9.35M 173,358 +32,108 +23%
ACP
19
Aveo Capital Partners
Colorado
$7.9M 146,486 -3,728 -2%
APA
20
American Portfolios Advisors
New York
$7.33M 135,794 +134,796 +13,507%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.04M 130,389 +3,276 +3%
Jane Street
22
Jane Street
New York
$6.21M 115,020 +115,020 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$6.2M 114,866 -70,525 -38%
CWA
24
Consilium Wealth Advisory
Texas
$5.98M 110,771 +23,439 +27%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.89M 109,125 -42,453 -28%