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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 %
AIC
276
Archer Investment Corporation
Indiana
$10.6K 215
RG
277
Retirement Group
California
$9.88K 200
SWM
278
Sanctuary Wealth Management
Idaho
$9.64K 195
LF
279
Lee Financial
Texas
$8.15K 165
FWM
280
Focused Wealth Management
New York
$7.51K 152 +1 +0.7%
LC
281
Lindbrook Capital
California
$7.41K 150
IFAM
282
Institutional & Family Asset Management
Colorado
$7.41K 150
SC
283
Stephens Consulting
Michigan
$5.44K 110
GM
284
GeoWealth Management
Illinois
$5K 95 +95 New
NCM
285
Northwest Capital Management
Oregon
$2.72K 55
NSIM
286
North Star Investment Management
Illinois
$2.04K 41
FFA
287
Farther Finance Advisors
California
$1.98K 40
ME
288
McIlrath & Eck
Washington
$1.93K 39 -8 -17%
CFD
289
Creative Financial Designs
Indiana
$1.73K 35
LFA
290
Level Financial Advisors
New York
$1.22K 25
CP
291
Castleview Partners
Texas
$1.19K 24
HGERS
292
Householder Group Estate & Retirement Specialist
Arizona
$1.14K 23 +23 New
CAS
293
Coppell Advisory Solutions
Texas
$1.09K 23
TRCT
294
Tower Research Capital (TRC)
New York
$692 14 -148 -91%
ACA
295
Aptus Capital Advisors
Alabama
$692 14 -7 -33%
BNP Paribas Financial Markets
296
BNP Paribas Financial Markets
France
$395 8 +4 +100%
RDFA
297
Ritter Daniher Financial Advisory
Ohio
$248 5
GWANC
298
Guardian Wealth Advisors (North Carolina)
North Carolina
$247 5
BCM
299
BlueCrest Capital Management
Jersey
-144,444 Closed
RL
300
Retireful LLC
Michigan
-47,222 Closed