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iShares Core 60/40 Balanced Allocation ETF

326 hedge funds and large institutions have $749M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-13
Holders Change %
-3.83%
% of All Funds
4.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
110
Reduced
129
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
251
MAI Capital Management
Ohio
$220K +$7.13K +128 +3%
SCM
252
Stonehearth Capital Management
Massachusetts
$220K +$220K +3,952 New
AFG
253
AFS Financial Group
Maryland
$214K -$16.6K -298 -7%
LSPW
254
Lake Street Private Wealth
Illinois
$204K +$204K +3,663 New
FA
255
Fermata Advisors
California
$201K +$201K +3,615 New
MWM
256
Mascoma Wealth Management
New Hampshire
$180K -$166K -2,976 -48%
CWM
257
CarsonAllaria Wealth Management
Illinois
$156K +$1.5K +27 +1%
PA
258
Parallel Advisors
California
$154K
CFGS
259
Concourse Financial Group Securities
Alabama
$138K
WWM
260
Wolff Wiese Magana
California
$137K -$501 -9 -0.4%
EWM
261
EPG Wealth Management
Georgia
$114K
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$111K -$80.5K -1,450 -42%
GWM
263
Geneos Wealth Management
Colorado
$94.2K +$7.24K +130 +8%
SWM
264
Spire Wealth Management
Virginia
$94.1K
ACA
265
American Capital Advisory
Idaho
$88.8K +$4.65K +93 +6%
Fidelity Investments
266
Fidelity Investments
Massachusetts
$76.7K
CWC
267
Carolinas Wealth Consulting
North Carolina
$67.4K -$10.1K -181 -13%
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$66K +$66K +1,190 New
SWA
269
SOA Wealth Advisors
New York
$62K -$613 -11 -1%
AAP
270
Arax Advisory Partners
Colorado
$61K +$1K +18 +2%
BHWM
271
Bay Harbor Wealth Management
Maryland
$58.8K +$946 +17 +2%
CIA
272
Cape Investment Advisory
Georgia
$55.7K
IA
273
IFP Advisors
Florida
$51.9K +$34.3K +617 +195%
AWM
274
AllSquare Wealth Management
New York
$50.3K
AA
275
Ancora Advisors
Ohio
$49.9K -$6.01K -108 -11%