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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 %
HWP
276
Highline Wealth Partners
California
$55.7K -$12.3K -231 -18%
BHWM
277
Bay Harbor Wealth Management
Maryland
$55.3K
AA
278
Ancora Advisors
Ohio
$53.4K +$5.96K +112 +13%
CIA
279
Cape Investment Advisory
Georgia
$53.2K
AWM
280
AllSquare Wealth Management
New York
$48K
AI
281
Arvest Investments
Arkansas
$47K +$47K +883 New
CWP
282
Concord Wealth Partners
Virginia
$46.1K +$426 +8 +0.9%
JFA
283
JNBA Financial Advisors
Minnesota
$45.5K -$43.5K -818 -49%
OC
284
Oakworth Capital
Alabama
$45.2K
APC
285
Aspire Private Capital
North Carolina
$42.3K +$373 +7 +0.9%
DFA
286
DHJJ Financial Advisors
Illinois
$39.4K -$1.7K -32 -4%
TCG
287
Transcendent Capital Group
Oklahoma
$38.5K +$38.5K +723 New
SWM
288
Sugarloaf Wealth Management
Georgia
$37.2K
MIA
289
Milestone Investment Advisors
Wisconsin
$36K -$638 -12 -2%
RFG
290
RFP Financial Group
Georgia
$35.1K
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$35.1K
EWP
292
Elevation Wealth Partners
California
$31.5K
MIM
293
Macroview Investment Management
Maryland
$30.3K +$426 +8 +1%
TFGT
294
TS Financial Group (TSFG)
Illinois
$30K
RIM
295
Rockbridge Investment Management
New York
$28.8K +$28.8K +542 New
BFS
296
Burkett Financial Services
South Carolina
$28.6K +$28.6K +537 New
EWM
297
Evermay Wealth Management
Virginia
$27.3K
OP
298
ORG Partners
Indiana
$23.9K +$23.9K +449 New
IGWM
299
ICA Group Wealth Management
Colorado
$23K +$23K +432 New
NS
300
NBC Securities
Alabama
$23K