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iShares Core 60/40 Balanced Allocation ETF

339 hedge funds and large institutions have $995M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+41
Holders Change %
+13.76%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
55
Increased
129
Reduced
103
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFGP
251
Marshall Financial Group (Pennsylvania)
Pennsylvania
$219K +$2.02K +38 +0.9%
ADL
252
Asset Dedication LLC
California
$219K +$34.7K +650 +19%
SM
253
Sensible Money
Arizona
$218K
AWA
254
Archvest Wealth Advisors
California
$215K -$585 -11 -0.3%
CWM
255
Chesapeake Wealth Management
Virginia
$211K +$211K +3,960 New
AWA
256
Aquire Wealth Advisors
Utah
$207K +$207K +3,889 New
SS
257
Sunbelt Securities
Texas
$204K
MCM
258
MAI Capital Management
Ohio
$203K +$203K +3,825 New
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
$201K +$201K +3,776 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$184K +$141K +2,645 +329%
CWM
261
CarsonAllaria Wealth Management
Illinois
$148K +$1.44K +27 +1%
PA
262
Parallel Advisors
California
$147K
ASN
263
Advisory Services Network
Georgia
$141K +$141K +2,645 New
CFGS
264
Concourse Financial Group Securities
Alabama
$132K
WWM
265
Wolff Wiese Magana
California
$132K -$83.9K -1,577 -39%
EWM
266
EPG Wealth Management
Georgia
$109K
LPP
267
Life Planning Partners
Florida
$106K +$106K +1,986 New
ACA
268
American Capital Advisory
Idaho
$89.5K +$89.5K +1,682 New
SWM
269
Spire Wealth Management
Virginia
$89.3K
GWM
270
Geneos Wealth Management
Colorado
$83.1K +$10.9K +204 +15%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$74.7K -$225K -4,222 -75%
CWC
272
Carolinas Wealth Consulting
North Carolina
$74K +$691 +13 +0.9%
Fidelity Investments
273
Fidelity Investments
Massachusetts
$73.3K
SWA
274
SOA Wealth Advisors
New York
$59.8K +$213 +4 +0.4%
AAP
275
Arax Advisory Partners
Colorado
$57.4K -$638 -12 -1%