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iShares Core 60/40 Balanced Allocation ETF

293 hedge funds and large institutions have $589M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 136 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-25
Holders Change %
-7.86%
% of All Funds
4.69%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
34
Increased
67
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
301
Dorsey Wright & Associates
California
-$2.36M -50,140 Closed
MML Investors Services
302
MML Investors Services
Massachusetts
-$2.31M -48,892 Closed
VAS
303
Vestmark Advisory Solutions
Massachusetts
-$1.54M -32,601 Closed
AI
304
Atria Investments
North Carolina
-$1.46M -30,949 Closed
ZIM
305
Zacks Investment Management
Illinois
-$1.02M -21,655 Closed
HFS
306
Hantz Financial Services
Michigan
-$910K -19,290 Closed
JCM
307
Janney Capital Management
Pennsylvania
-$874K -18,530 Closed
KIG
308
Kowal Investment Group
Wisconsin
-$773K -16,391 Closed
Cetera Investment Advisers
309
Cetera Investment Advisers
Illinois
-$710K -15,048 Closed
IP
310
Investment Partners
Ohio
-$695K -14,732 Closed
TW
311
TrinityPoint Wealth
Connecticut
-$525K -11,136 Closed
MW
312
Marcum Wealth
Ohio
-$469K -9,940 Closed
NC
313
NewSquare Capital
Pennsylvania
-$440K -9,321 Closed
JAWM
314
J. Arnold Wealth Management
Ohio
-$408K -8,647 Closed
Thrivent Financial for Lutherans
315
Thrivent Financial for Lutherans
Minnesota
-$345K -7,231 Closed
FAIM
316
Financial Advocates Investment Management
Washington
-$596K -6,200 Closed
IAIM
317
International Assets Investment Management
Florida
-$263K -5,581 Closed
IWM
318
IHT Wealth Management
Illinois
-$261K -5,537 Closed
KPWS
319
Kestra Private Wealth Services
Texas
-$259K -5,487 Closed
SAM
320
Strategy Asset Managers
California
-$241K -5,120 Closed
CRC
321
Curi RMB Capital
Illinois
-$236K -5,000 Closed
RCAG
322
Rehmann Capital Advisory Group
Michigan
-$229K -4,864 Closed
JCM
323
Jacobsen Capital Management
Utah
-$226K -4,791 Closed
MPPLM
324
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$220K -4,665 Closed
CIC
325
Chilton Investment Company
Connecticut
-$217K -4,609 Closed