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iShares Core 60/40 Balanced Allocation ETF

293 hedge funds and large institutions have $589M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 136 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-25
Holders Change %
-7.86%
% of All Funds
4.69%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
34
Increased
67
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TF
226
TimeScale Financial
Massachusetts
$164K -$1.6K -32 -1%
EWM
227
EPG Wealth Management
Georgia
$154K +$154K +3,082 New
PA
228
Parallel Advisors
California
$140K
CWM
229
CarsonAllaria Wealth Management
Illinois
$126K
JFA
230
JNBA Financial Advisors
Minnesota
$126K -$16.9K -338 -12%
ASN
231
Advisory Services Network
Georgia
$117K +$12.1K +241 +12%
HWP
232
Highline Wealth Partners
California
$106K -$210K -4,202 -66%
GWM
233
Geneos Wealth Management
Colorado
$96.5K +$60.5K +1,209 +168%
BA
234
Bellwether Advisors
Nebraska
$95.7K -$196K -3,924 -67%
SWM
235
Spire Wealth Management
Virginia
$94.8K +$61.2K +1,223 +182%
CFGS
236
Concourse Financial Group Securities
Alabama
$93.2K
CAL
237
Capital Analysts LLC
Pennsylvania
$85K -$5.23K -105 -6%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$79K -$6.16K -123 -7%
BAM
239
Belpointe Asset Management
Nevada
$76K -$73K -1,459 -49%
WP
240
WealthPLAN Partners
Nebraska
$74.6K +$74.6K +1,491 New
Fidelity Investments
241
Fidelity Investments
Massachusetts
$72.1K -$191K -3,808 -73%
CWC
242
Carolinas Wealth Consulting
North Carolina
$68.1K
NA
243
NewEdge Advisors
Louisiana
$65.6K -$11.3K -225 -15%
SWA
244
SOA Wealth Advisors
New York
$62.4K +$250 +5 +0.4%
AAP
245
Arax Advisory Partners
Colorado
$52.4K
BHWM
246
Bay Harbor Wealth Management
Maryland
$51.2K
CIA
247
Cape Investment Advisory
Georgia
$50K +$50K +1,000 New
AA
248
Ancora Advisors
Ohio
$45.8K
AWM
249
AllSquare Wealth Management
New York
$45.2K
CWP
250
Concord Wealth Partners
Virginia
$43.5K