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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 %
AI
276
Arvest Investments
Arkansas
$49.2K
CWP
277
Concord Wealth Partners
Virginia
$48K -$278 -5 -0.6%
JFA
278
JNBA Financial Advisors
Minnesota
$47.4K -$223 -4 -0.5%
OC
279
Oakworth Capital
Alabama
$47.3K
EWP
280
Elevation Wealth Partners
California
$45K +$9.41K +169 +26%
TCG
281
Transcendent Capital Group
Oklahoma
$40.3K
HWP
282
Highline Wealth Partners
California
$38.4K -$19.9K -357 -34%
MIA
283
Milestone Investment Advisors
Wisconsin
$37.7K +$56 +1 +0.1%
RFG
284
RFP Financial Group
Georgia
$36.7K
PNC Financial Services Group
285
PNC Financial Services Group
Pennsylvania
$36.7K
APC
286
Aspire Private Capital
North Carolina
$35.9K -$8.36K -150 -19%
DFA
287
DHJJ Financial Advisors
Illinois
$33.7K -$7.52K -135 -18%
BFS
288
Burkett Financial Services
South Carolina
$30.2K +$334 +6 +1%
EWM
289
Evermay Wealth Management
Virginia
$28.6K
MIM
290
Macroview Investment Management
Maryland
$27K -$4.73K -85 -15%
IGWM
291
ICA Group Wealth Management
Colorado
$24.1K
NS
292
NBC Securities
Alabama
$24K
SC
293
SouthState Corp
Florida
$21.7K
S
294
SignatureFD
Georgia
$19.6K
FCMT
295
Founders Capital Management (Texas)
Texas
$18.9K
TRCT
296
Tower Research Capital (TRC)
New York
$18.3K +$17.5K +314 +2,243%
ACA
297
Aptus Capital Advisors
Alabama
$18.2K +$17.6K +317 +3,170%
VWWMG
298
Vermillion & White Wealth Management Group
Pennsylvania
$17.1K +$56 +1 +0.3%
FWM
299
FSA Wealth Management
Massachusetts
$16.8K +$167 +3 +1%
MA
300
MCF Advisors
Kentucky
$15.1K