AOR icon

iShares Core 60/40 Balanced Allocation ETF

318 hedge funds and large institutions have $1.25B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+60
Holders Change %
+23.26%
% of All Funds
5.13%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
79
Increased
116
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFG
276
RFP Financial Group
Georgia
$29.6K +$29.6K +627 New
MIM
277
Macroview Investment Management
Maryland
$26.5K
TFGT
278
TS Financial Group (TSFG)
Illinois
$26K
EWM
279
Evermay Wealth Management
Virginia
$24.2K
GM
280
GeoWealth Management
Illinois
$21K +$9.58K +207 +84%
SBL
281
Sargent Bickham Lagudis
Colorado
$20.8K +$94 +2 +0.5%
CFD
282
Creative Financial Designs
Indiana
$20.4K
MWC
283
MBM Wealth Consultants
Missouri
$20K +$20K +412 New
EE
284
EWG Elevate
California
$19.8K +$19.8K +420 New
SC
285
SouthState Corp
Florida
$18.4K
DAM
286
Delta Asset Management
Tennessee
$17K +$17K +360 New
S
287
SignatureFD
Georgia
$16.6K
FCMT
288
Founders Capital Management (Texas)
Texas
$16K
FCA
289
Fortis Capital Advisors
Kansas
$14.1K +$14.1K +300 New
MA
290
MCF Advisors
Kentucky
$12.8K
NA
291
NewEdge Advisors
Louisiana
$12.3K +$12.3K +1,535 New
GRP
292
Global Retirement Partners
California
$9.94K +$283 +6 +3%
GIA
293
Goodwin Investment Advisory
Georgia
$9.43K
SWM
294
Sanctuary Wealth Management
Idaho
$9.2K +$9.2K +195 New
RG
295
Retirement Group
California
$9K
LF
296
Lee Financial
Texas
$7.78K
FWM
297
Focused Wealth Management
New York
$7.09K +$47 +1 +0.7%
IFAM
298
Institutional & Family Asset Management
Colorado
$7.07K
LC
299
Lindbrook Capital
California
$7.07K +$7.07K +150 New
TRCT
300
Tower Research Capital (TRC)
New York
$7K +$5.53K +117 +377%