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iShares Core 60/40 Balanced Allocation ETF

298 hedge funds and large institutions have $613M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 20 closing their positions.

Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
119
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
226
Archvest Wealth Advisors
California
$200K 4,052 +4,052 New
WWM
227
Wolff Wiese Magana
California
$200K 4,050 +112 +3%
SS
228
Sunbelt Securities
Texas
$190K 3,837 -37 -1%
NL
229
NVWM LLC
Pennsylvania
$185K 3,739 +140 +4%
ADL
230
Asset Dedication LLC
California
$170K 3,450 -650 -16%
GRP
231
Global Retirement Partners
California
$168K 3,465 +3,112 +882%
PA
232
Parallel Advisors
California
$137K 2,773
CWM
233
CarsonAllaria Wealth Management
Illinois
$136K 2,757 +20 +0.7%
CFGS
234
Concourse Financial Group Securities
Alabama
$123K 2,483
RIA
235
Realta Investment Advisors
Delaware
$113K 2,192
EWM
236
EPG Wealth Management
Georgia
$101K 2,054
SWM
237
Spire Wealth Management
Virginia
$83.6K 1,691 -475 -22%
CAL
238
Capital Analysts LLC
Pennsylvania
$83K 1,686 +12 +0.7%
JFA
239
JNBA Financial Advisors
Minnesota
$82.7K 1,674 -637 -28%
Fidelity Investments
240
Fidelity Investments
Massachusetts
$68.1K 1,378 -64 -4%
GWM
241
Geneos Wealth Management
Colorado
$67.1K 1,359 +134 +11%
CWC
242
Carolinas Wealth Consulting
North Carolina
$66.3K 1,378 +15 +1%
HWP
243
Highline Wealth Partners
California
$63.1K 1,278 -604 -32%
SOS
244
Silver Oak Securities
Tennessee
$62.4K 1,263 +1,263 New
SWA
245
SOA Wealth Advisors
New York
$55.4K 1,120 +5 +0.4%
AAP
246
Arax Advisory Partners
Colorado
$53.9K 1,090 +38 +4%
BHWM
247
Bay Harbor Wealth Management
Maryland
$51.4K 1,040 +17 +2%
CIA
248
Cape Investment Advisory
Georgia
$49.4K 1,000
AWM
249
AllSquare Wealth Management
New York
$44.6K 903
AA
250
Ancora Advisors
Ohio
$44.1K 892 -60 -6%