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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 %
CWP
251
Concord Wealth Partners
Virginia
$42.4K 859 -13 -1%
OC
252
Oakworth Capital
Alabama
$42K 850
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$40K 805 +15 +2%
Qube Research & Technologies (QRT)
254
Qube Research & Technologies (QRT)
United Kingdom
$39.1K 791 +526 +198%
APC
255
Aspire Private Capital
North Carolina
$38.9K 787 +3 +0.4%
DFA
256
DHJJ Financial Advisors
Illinois
$38.1K 772 +772 New
SWM
257
Sugarloaf Wealth Management
Georgia
$34.6K 700
MIA
258
Milestone Investment Advisors
Wisconsin
$34K 688 -96 -12%
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$32.6K 660
RFG
260
RFP Financial Group
Georgia
$32.6K 660 +1 +0.2%
EWP
261
Elevation Wealth Partners
California
$31.5K 638 -140 -18%
TFGT
262
TS Financial Group (TSFG)
Illinois
$28K 559
MIM
263
Macroview Investment Management
Maryland
$27.8K 562
GWMIA
264
Global Wealth Management Investment Advisory
Florida
$26.8K 543 +25 +5%
EWM
265
Evermay Wealth Management
Virginia
$25.4K 514
RCM
266
Rain Capital Management
Oregon
$22.2K 449 +4 +0.9%
NS
267
NBC Securities
Alabama
$21K 433 +433 New
SC
268
SouthState Corp
Florida
$19.3K 390
S
269
SignatureFD
Georgia
$17.4K 352
RFA
270
Register Financial Advisors
Georgia
$17.1K 346 +346 New
FCMT
271
Founders Capital Management (Texas)
Texas
$16.8K 339
DAM
272
Delta Asset Management
Tennessee
$14.8K 300 -40 -12%
MA
273
MCF Advisors
Kentucky
$13.4K 271
TFM
274
TFC Financial Management
Massachusetts
$13.4K 271 +271 New
PWA
275
Provenance Wealth Advisors
Florida
$11.5K 233 +233 New