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iShares Core 60/40 Balanced Allocation ETF

272 hedge funds and large institutions have $752M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 35 closing their positions.

Holders
272
Holders Change
-11
Holders Change %
-3.89%
% of All Funds
4.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
24
Increased
104
Reduced
95
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$74M 1,541,226 +23,976 +2%
AL
2
Aspiriant LLC
California
$64.7M 1,348,672 +1,175,314 +678%
Bank of America
3
Bank of America
North Carolina
$64.7M 1,348,192 +222,980 +20%
HHGA
4
Halbert Hargrove Global Advisors
California
$54M 1,124,992 +206,196 +22%
Wells Fargo
5
Wells Fargo
California
$53M 1,104,712 +505,775 +84%
BIA
6
Bell Investment Advisors
California
$23.6M 490,929 +490,929 New
SWPG
7
Strategic Wealth Partners Group
Illinois
$20.5M 427,638 -158,300 -27%
RJA
8
Raymond James & Associates
Florida
$19.2M 400,923 +352,760 +732%
AssetMark Inc
9
AssetMark Inc
California
$18.4M 382,824 +11,233 +3%
Morgan Stanley
10
Morgan Stanley
New York
$18.1M 376,728 +27,992 +8%
WA
11
WestEnd Advisors
North Carolina
$15.3M 318,989 +318,989 New
LPL Financial
12
LPL Financial
California
$14.1M 292,907 -17,330 -6%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$13.9M 290,050 +91,234 +46%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.9M 269,196 +72,921 +37%
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$12.4M 258,568 +22,256 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.2M 211,822 +96,956 +84%
Stifel Financial
17
Stifel Financial
Missouri
$9.94M 207,060 +182,475 +742%
KAS
18
Kestra Advisory Services
Texas
$9.61M 200,267 -5,458 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$9.61M 200,218 -3,864 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$9.02M 187,795 +1,489 +0.8%
UBS Group
21
UBS Group
Switzerland
$7.33M 152,671 -43,593 -22%
APA
22
American Portfolios Advisors
New York
$6.63M 138,100 +2,306 +2%
ACP
23
Aveo Capital Partners
Colorado
$6.6M 137,515 -8,971 -6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$6.21M 129,414 -975 -0.7%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$5.89M 122,952 +13,634 +12%