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iShares Core 60/40 Balanced Allocation ETF

293 hedge funds and large institutions have $589M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 136 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-25
Holders Change %
-7.86%
% of All Funds
4.69%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
34
Increased
67
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
276
Tower Research Capital (TRC)
New York
$7K -$908 -17 -11%
SPIA
277
Steward Partners Investment Advisory
New York
$6.25K -$500 -10 -7%
SC
278
Stephens Consulting
Michigan
$5.5K
KM
279
Kalos Management
Georgia
$4K +$4K +80 New
Commonwealth Equity Services
280
Commonwealth Equity Services
Massachusetts
$3.97K -$464 -9,284 -10%
LFG
281
Larson Financial Group
Missouri
$2.75K
CHC
282
City Holding Co
West Virginia
$2.75K
NSIM
283
North Star Investment Management
Illinois
$2.05K
RDFA
284
Ritter Daniher Financial Advisory
Ohio
$1.5K
PA
285
PSI Advisors
Florida
$1.35K +$1.35K +27 New
CP
286
Castleview Partners
Texas
$1.2K
ACA
287
Aptus Capital Advisors
Alabama
$1.05K +$552 +11 +110%
HGERS
288
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +23 New
LFA
289
Level Financial Advisors
New York
$824
ME
290
McIlrath & Eck
Washington
$450 +$450 +9 New
GWANC
291
Guardian Wealth Advisors (North Carolina)
North Carolina
$250
FFA
292
Farther Finance Advisors
California
$106 +$106 +2 New
IRC
293
Investors Research Corp
Georgia
$50 +$50 +1 New
MA
294
Montag & Associates
Georgia
$30
AT
295
Arden Trust
Delaware
-$24.3M -514,670 Closed
Franklin Resources
296
Franklin Resources
California
-$24.1M -509,998 Closed
HSA
297
HBK Sorce Advisory
Pennsylvania
-$409K -380,000 Closed
Brown Advisory
298
Brown Advisory
Maryland
-$10.2M -215,686 Closed
Victory Capital Management
299
Victory Capital Management
Texas
-$7.5M -158,942 Closed
AAS
300
Annex Advisory Services
Wisconsin
-$2.49M -52,829 Closed