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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 %
GWMIA
301
Global Wealth Management Investment Advisory
Florida
$21.2K -$7.65K -144 -27%
BNP Paribas Financial Markets
302
BNP Paribas Financial Markets
France
$21.1K +$20.7K +389 +4,863%
SC
303
SouthState Corp
Florida
$20.7K
S
304
SignatureFD
Georgia
$18.7K
FCMT
305
Founders Capital Management (Texas)
Texas
$18K
IA
306
IFP Advisors
Florida
$16.8K -$466K -8,782 -97%
VWWMG
307
Vermillion & White Wealth Management Group
Pennsylvania
$16.3K +$16.3K +306 New
FWM
308
FSA Wealth Management
Massachusetts
$16K +$16K +299 New
MA
309
MCF Advisors
Kentucky
$14.4K
DAM
310
Delta Asset Management
Tennessee
$14.1K -$1.86K -35 -12%
PWA
311
Provenance Wealth Advisors
Florida
$12.4K
AIC
312
Archer Investment Corporation
Indiana
$11.4K
NP
313
NorthRock Partners
Minnesota
$10.9K +$10.9K +204 New
RG
314
Retirement Group
California
$10.6K
SWM
315
Sanctuary Wealth Management
Idaho
$10.4K
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$9.73K +$9.73K +183 New
LF
317
Lee Financial
Texas
$8.78K
FFA
318
Farther Finance Advisors
California
$8.47K +$6.34K +119 +298%
PCMC
319
Planning Capital Management Corporation
Pennsylvania
$8.33K +$8.33K +157 New
FWM
320
Focused Wealth Management
New York
$8.2K +$106 +2 +1%
IFAM
321
Institutional & Family Asset Management
Colorado
$7.98K
LC
322
Lindbrook Capital
California
$7.98K
CAS
323
Coppell Advisory Solutions
Texas
$7.5K +$6.28K +118 +513%
SC
324
Stephens Consulting
Michigan
$5.85K
TF
325
Tompkins Financial
New York
$3.88K +$3.88K +73 New