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iShares Core 60/40 Balanced Allocation ETF

318 hedge funds and large institutions have $1.25B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+60
Holders Change %
+23.26%
% of All Funds
5.13%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
79
Increased
116
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
226
Jacobsen Capital Management
Utah
$226K +$896 +19 +0.4%
MFGP
227
Marshall Financial Group (Pennsylvania)
Pennsylvania
$226K +$1.89K +40 +0.8%
PWA
228
PCG Wealth Advisors
Kansas
$225K -$596K -12,641 -73%
JCM
229
J2 Capital Management
Michigan
$224K
MPPLM
230
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$220K -$2.59K -55 -1%
SFG
231
Sovereign Financial Group
Connecticut
$220K +$47 +1 +0%
CIC
232
Chilton Investment Company
Connecticut
$217K +$217K +4,609 New
WWM
233
Wolff Wiese Magana
California
$215K +$6.56K +139 +3%
CAWM
234
Capital Advisors Wealth Management
Washington
$213K +$707 +15 +0.3%
CPG
235
Cornerstone Planning Group
New Jersey
$211K +$211K +4,297 New
CF
236
Centaurus Financial
California
$210K -$11.3K -240 -5%
BOPW
237
Brandywine Oak Private Wealth
Pennsylvania
$209K +$209K +4,425 New
FW
238
Fidato Wealth
Ohio
$207K +$207K +4,395 New
CCFM
239
Clear Creek Financial Management
Washington
$203K +$203K +4,306 New
CCWM
240
Cassaday & Co Wealth Management
Virginia
$202K +$202K +4,277 New
ADL
241
Asset Dedication LLC
California
$194K
NL
242
NVWM LLC
Pennsylvania
$163K +$4.43K +94 +3%
IA
243
IFP Advisors
Florida
$150K -$6.17K -160 -4%
TF
244
TimeScale Financial
Massachusetts
$148K
BWA
245
Boulder Wealth Advisors
Colorado
$144K +$144K +3,049 New
BAM
246
Belpointe Asset Management
Nevada
$140K -$2.31K -49 -2%
JFA
247
JNBA Financial Advisors
Minnesota
$135K -$23.2K -491 -15%
PA
248
Parallel Advisors
California
$132K -$3.91K -83 -3%
CA
249
CoreCap Advisors
Michigan
$122K +$122K +2,587 New
CWM
250
CarsonAllaria Wealth Management
Illinois
$119K +$1.18K +25 +1%