AOR icon

iShares Core 60/40 Balanced Allocation ETF

258 hedge funds and large institutions have $689M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-14
Holders Change %
-5.15%
% of All Funds
4.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
24
Increased
100
Reduced
87
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
226
Sargent Bickham Lagudis
Colorado
$20K +$136 +3 +0.7%
CFD
227
Creative Financial Designs
Indiana
$19K
SC
228
SouthState Corp
Florida
$17K
S
229
SignatureFD
Georgia
$16K
FCMT
230
Founders Capital Management (Texas)
Texas
$15K
SPIA
231
Steward Partners Investment Advisory
New York
$14K
MA
232
MCF Advisors
Kentucky
$12K
GM
233
GeoWealth Management
Illinois
$11K +$11K +247 New
AF
234
Affiance Financial
Minnesota
$10K +$10K +215 New
GIA
235
Goodwin Investment Advisory
Georgia
$9K -$2.48K -55 -22%
RG
236
Retirement Group
California
$9K
GRP
237
Global Retirement Partners
California
$9K +$746 +17 +9%
WFA
238
Wipfli Financial Advisors
Wisconsin
$9K +$9K +200 New
LF
239
Lee Financial
Texas
$7K
IFAM
240
Institutional & Family Asset Management
Colorado
$7K
FWM
241
Focused Wealth Management
New York
$7K +$47 +1 +0.7%
SC
242
Stephens Consulting
Michigan
$4.93K -$11.6K -259 -70%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$3K -$1.29K -34 -30%
MA
244
Montag & Associates
Georgia
$2K
NSIM
245
North Star Investment Management
Illinois
$2K
CHC
246
City Holding Co
West Virginia
$2K +$2K +55 New
CP
247
Castleview Partners
Texas
$1K -$46.9K -1,125 -98%
DWP
248
Destiny Wealth Partners
Florida
$1K -$2.68K -59 -73%
TRCT
249
Tower Research Capital (TRC)
New York
$1K
BWS
250
BCR Wealth Strategies
Alabama
$1K