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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 %
USCWA
251
U.S. Capital Wealth Advisors
Texas
$118K +$118K +2,493 New
MCC
252
Money Concepts Capital
Florida
$111K +$111K +2,364 New
RIA
253
Realta Investment Advisors
Delaware
$107K +$4.06K +86 +4%
ASN
254
Advisory Services Network
Georgia
$98.6K +$98.6K +2,091 New
CFGS
255
Concourse Financial Group Securities
Alabama
$87.9K
CAL
256
Capital Analysts LLC
Pennsylvania
$85K +$11.6K +247 +16%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$80K -$94 -2 -0.1%
CWC
258
Carolinas Wealth Consulting
North Carolina
$64.2K -$1.56K -33 -2%
SWA
259
SOA Wealth Advisors
New York
$58.6K -$3.49K -74 -6%
HWMA
260
Heritage Wealth Management (Arizona)
Arizona
$54.2K +$26.6K +563 +96%
Qube Research & Technologies (QRT)
261
Qube Research & Technologies (QRT)
United Kingdom
$53.8K +$6.98K +148 +15%
AAP
262
Arax Advisory Partners
Colorado
$49.4K +$3.82K +81 +8%
BHWM
263
Bay Harbor Wealth Management
Maryland
$48K
AA
264
Ancora Advisors
Ohio
$43K
AWM
265
AllSquare Wealth Management
New York
$42.6K -$1.32K -28 -3%
CWP
266
Concord Wealth Partners
Virginia
$41K +$41K +869 New
OC
267
Oakworth Capital
Alabama
$40.1K
MIA
268
Milestone Investment Advisors
Wisconsin
$36.9K +$36.9K +783 New
APC
269
Aspire Private Capital
North Carolina
$36.9K +$189 +4 +0.5%
RCM
270
Rain Capital Management
Oregon
$35.1K +$47 +1 +0.1%
SWM
271
Sugarloaf Wealth Management
Georgia
$34.1K -$2.83K -60 -8%
GWM
272
Geneos Wealth Management
Colorado
$33.9K
SWM
273
Spire Wealth Management
Virginia
$32K -$33.4K -700 -51%
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$31.1K
RBC
275
Romano Brothers & Co
Illinois
$30.7K +$30.7K +650 New