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iShares Core 60/40 Balanced Allocation ETF

355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+14
Holders Change %
+4.11%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
152
Reduced
103
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
276
Strategic Blueprint
Georgia
$201K -$12.5K -218 -6%
IWP
277
Insight Wealth Partners
Texas
$201K
CFFP
278
Center for Financial Planning
Michigan
$193K +$2.87K +50 +2%
ACA
279
Atlas Capital Advisors
Wyoming
$193K -$120K -2,100 -38%
CWM
280
CarsonAllaria Wealth Management
Illinois
$170K -$975 -17 -0.6%
PA
281
Parallel Advisors
California
$162K +$1.66K +29 +1%
FFA
282
Farther Finance Advisors
California
$149K +$136K +2,365 +1,011%
WWM
283
Wolff Wiese Magana
California
$142K +$115 +2 +0.1%
HHGA
284
Halbert Hargrove Global Advisors
California
$111K +$111K +1,935 New
Fidelity Investments
285
Fidelity Investments
Massachusetts
$109K +$30K +524 +38%
CFGS
286
Concourse Financial Group Securities
Alabama
$109K
GWM
287
Geneos Wealth Management
Colorado
$108K +$10.8K +189 +11%
ACA
288
Aptus Capital Advisors
Alabama
$105K +$30.5K +532 +41%
Jones Financial Companies
289
Jones Financial Companies
Missouri
$100K +$33.7K +588 +51%
SWM
290
Spire Wealth Management
Virginia
$96.9K
TWC
291
TD Waterhouse Canada
Ontario, Canada
$92.1K +$57.3K +1,000 +164%
PSFG
292
Park Square Financial Group
Georgia
$72.8K +$72.8K +1,270 New
CFG
293
CKW Financial Group
Hawaii
$72K +$1.66K +29 +2%
MWM
294
Mascoma Wealth Management
New Hampshire
$69.5K -$5.5K -96 -7%
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$68.3K
CWC
296
Carolinas Wealth Consulting
North Carolina
$66.6K -$2.81K -49 -4%
HWP
297
Highline Wealth Partners
California
$65.3K +$25.6K +446 +64%
BHWM
298
Bay Harbor Wealth Management
Maryland
$60.6K
AAP
299
Arax Advisory Partners
Colorado
$60K -$3.1K -54 -5%
CIA
300
Cape Investment Advisory
Georgia
$57.3K