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iShares Core 60/40 Balanced Allocation ETF

318 hedge funds and large institutions have $1.25B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+60
Holders Change %
+23.26%
% of All Funds
5.13%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
79
Increased
116
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
301
Steward Partners Investment Advisory
New York
$6.37K -$8.49K -180 -57%
SC
302
Stephens Consulting
Michigan
$5.19K
TFA
303
Transamerica Financial Advisors
Florida
$3K +$3K +51 New
LFG
304
Larson Financial Group
Missouri
$2.59K +$2.59K +55 New
CHC
305
City Holding Co
West Virginia
$2.59K
Citigroup
306
Citigroup
New York
$2.17K +$2.17K +46 New
NSIM
307
North Star Investment Management
Illinois
$1.93K +$47 +1 +3%
RDFA
308
Ritter Daniher Financial Advisory
Ohio
$1.42K +$1.42K +30 New
CP
309
Castleview Partners
Texas
$1.13K
CAS
310
Coppell Advisory Solutions
Texas
$1.09K +$1.09K +23 New
CASC
311
Coppell Advisory Solutions Corp
Texas
$1.09K +$1.09K +23 New
DWP
312
Destiny Wealth Partners
Florida
$1.04K
LFA
313
Level Financial Advisors
New York
$1K
PAG
314
Private Advisor Group
New Jersey
$972 -$311 -6,607 -24%
HCP
315
Hexagon Capital Partners
Arkansas
$568 +$142 +3 +33%
ACA
316
Aptus Capital Advisors
Alabama
$472
GWANC
317
Guardian Wealth Advisors (North Carolina)
North Carolina
$236
MA
318
Montag & Associates
Georgia
$28 -$1.23K -44 -98%
HHGA
319
Halbert Hargrove Global Advisors
California
-$52.5M -1,172,447 Closed
SW
320
SlateStone Wealth
Florida
-$660K -14,733 Closed
SA
321
Shilanski & Associates
Alaska
-$645K -14,401 Closed
OWM
322
OneAscent Wealth Management
Alabama
-$438K -9,789 Closed
AWA
323
Archvest Wealth Advisors
California
-$251K -5,605 Closed
T
324
TCWP
Ohio
-$211K -4,726 Closed
CL
325
COWA LLC
Oklahoma
-$159K -3,540 Closed