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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 %
OC
251
Oakworth Capital
Alabama
$42.5K
MIA
252
Milestone Investment Advisors
Wisconsin
$39.2K +$50 +1 +0.1%
APC
253
Aspire Private Capital
North Carolina
$39.1K
EWP
254
Elevation Wealth Partners
California
$38.8K +$38.8K +775 New
RCM
255
Rain Capital Management
Oregon
$37.5K +$200 +4 +0.5%
SWM
256
Sugarloaf Wealth Management
Georgia
$35K -$1.15K -23 -3%
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$33K
RFG
258
RFP Financial Group
Georgia
$33K +$1.6K +32 +5%
MIM
259
Macroview Investment Management
Maryland
$28.1K
TFGT
260
TS Financial Group (TSFG)
Illinois
$28K
EWM
261
Evermay Wealth Management
Virginia
$25.7K
IA
262
IFP Advisors
Florida
$23K -$124K -3,283 -84%
CFD
263
Creative Financial Designs
Indiana
$21.6K
MWC
264
MBM Wealth Consultants
Missouri
$21K
SC
265
SouthState Corp
Florida
$19.5K
S
266
SignatureFD
Georgia
$17.6K
DAM
267
Delta Asset Management
Tennessee
$17K -$1K -20 -6%
FCMT
268
Founders Capital Management (Texas)
Texas
$17K
GRP
269
Global Retirement Partners
California
$16.9K +$6.4K +128 +61%
MA
270
MCF Advisors
Kentucky
$13.6K
RG
271
Retirement Group
California
$10K
LF
272
Lee Financial
Texas
$8.26K
FWM
273
Focused Wealth Management
New York
$7.52K
IFAM
274
Institutional & Family Asset Management
Colorado
$7.51K
LC
275
Lindbrook Capital
California
$7.51K