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iShares Core 60/40 Balanced Allocation ETF

355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+14
Holders Change %
+4.11%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
152
Reduced
103
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
226
Flagship Harbor Advisors
Massachusetts
$301K +$9.75K +170 +3%
CCA
227
Cypress Capital Advisors
Tennessee
$300K +$300K +5,226 New
FHC
228
First Heartland Consultants
Missouri
$295K +$25.3K +441 +9%
SG
229
StoneX Group
New York
$290K -$25.8K -450 -8%
SPIA
230
Steward Partners Investment Advisory
New York
$290K +$53.4K +931 +23%
CAM
231
Carret Asset Management
New York
$288K
BA
232
Bellwether Advisors
Nebraska
$285K +$57.5K +1,004 +25%
EA
233
Efficient Advisors
Ohio
$283K -$70.7K -1,234 -20%
AFP
234
Ausdal Financial Partners
Iowa
$282K -$14.2K -247 -5%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$282K +$183K +3,193 +185%
APWA
236
Atlas Private Wealth Advisors
New Jersey
$278K +$278K +4,853 New
CAL
237
Capital Analysts LLC
Pennsylvania
$275K +$229 +4 +0.1%
SFG
238
Sovereign Financial Group
Connecticut
$275K +$7.8K +136 +3%
AWA
239
Aquire Wealth Advisors
Utah
$268K +$14.2K +248 +6%
SSC
240
Syverson Strege & Co
Iowa
$265K +$27.6K +482 +12%
HWM
241
Howard Wealth Management
Connecticut
$264K -$2.41K -42 -0.9%
WANY
242
Wealthspire Advisors (New York)
New York
$263K +$263K +4,590 New
BWL
243
Bogart Wealth LLC
Virginia
$263K +$263K +4,582 New
WWM
244
Western Wealth Management
Colorado
$261K +$19.5K +340 +8%
SFM
245
Signet Financial Management
New Jersey
$259K
BJL
246
Brighton Jones LLC
Washington
$255K +$23.5K +410 +10%
CCFM
247
Clear Creek Financial Management
Washington
$253K -$573 -10 -0.2%
SFA
248
Salus Financial Advisors
Colorado
$252K +$252K +4,402 New
EWM
249
Empirical Wealth Management
Washington
$248K +$248K +4,330 New
CWM
250
Chesapeake Wealth Management
Virginia
$247K