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iShares Core 60/40 Balanced Allocation ETF

288 hedge funds and large institutions have $603M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
288
Holders Change
-5
Holders Change %
-1.71%
% of All Funds
4.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
107
Reduced
106
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWMIA
251
Global Wealth Management Investment Advisory
Florida
$26.6K +$26.6K +518 New
EWM
252
Evermay Wealth Management
Virginia
$26.4K
OP
253
ORG Partners
Indiana
$23.1K +$23.1K +449 New
RCM
254
Rain Capital Management
Oregon
$22.9K -$15.7K -304 -41%
IGWM
255
ICA Group Wealth Management
Colorado
$22.2K +$22.2K +432 New
SC
256
SouthState Corp
Florida
$20.1K
GRP
257
Global Retirement Partners
California
$18.2K +$720 +14 +4%
S
258
SignatureFD
Georgia
$18.1K
IA
259
IFP Advisors
Florida
$18.1K -$13.1K -255 -42%
DAM
260
Delta Asset Management
Tennessee
$17.5K
FCMT
261
Founders Capital Management (Texas)
Texas
$17.4K
MA
262
MCF Advisors
Kentucky
$13.9K
AIC
263
Archer Investment Corporation
Indiana
$11.1K +$11.1K +215 New
RG
264
Retirement Group
California
$10.3K
SWM
265
Sanctuary Wealth Management
Idaho
$10K +$10K +195 New
LF
266
Lee Financial
Texas
$8.49K
TRCT
267
Tower Research Capital (TRC)
New York
$8.34K +$1.6K +31 +24%
FWM
268
Focused Wealth Management
New York
$7.76K +$51 +1 +0.7%
IFAM
269
Institutional & Family Asset Management
Colorado
$7.72K
LC
270
Lindbrook Capital
California
$7.72K
SC
271
Stephens Consulting
Michigan
$5.66K
HT
272
Headlands Technologies
Illinois
$4.32K +$4.32K +84 New
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$3.99K -$59.7K -3,964 -94%
NCM
274
Northwest Capital Management
Oregon
$2.83K +$2.83K +55 New
ME
275
McIlrath & Eck
Washington
$2.42K +$1.96K +38 +422%