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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 %
TFGT
301
TS Financial Group (TSFG)
Illinois
$15K -$16.6K -294 -53%
DAM
302
Delta Asset Management
Tennessee
$14.8K
PWA
303
Provenance Wealth Advisors
Florida
$13K
AIC
304
Archer Investment Corporation
Indiana
$12K
NP
305
NorthRock Partners
Minnesota
$11.4K
RG
306
Retirement Group
California
$11.1K
US Bancorp
307
US Bancorp
Minnesota
$11.1K +$11.1K +200 New
SWM
308
Sanctuary Wealth Management
Idaho
$10.9K
IFAM
309
Institutional & Family Asset Management
Colorado
$8.35K
LC
310
Lindbrook Capital
California
$8.35K
PCMC
311
Planning Capital Management Corporation
Pennsylvania
$7.01K -$1.72K -31 -20%
SC
312
Stephens Consulting
Michigan
$6.12K
ME
313
McIlrath & Eck
Washington
$5.59K +$4.3K +77 +335%
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$5.57K -$4.62K -83 -45%
BNP Paribas Financial Markets
315
BNP Paribas Financial Markets
France
$4.45K -$17.6K -317 -80%
TF
316
Tompkins Financial
New York
$4.06K
RCM
317
Rain Capital Management
Oregon
$3.71K +$55 +1 +2%
NCM
318
Northwest Capital Management
Oregon
$3.06K
NSIM
319
North Star Investment Management
Illinois
$2.34K
FFA
320
Farther Finance Advisors
California
$2.23K -$6.63K -119 -75%
RDIA
321
RE Dickinson Investment Advisors
Iowa
$2K +$2K +28 New
CFD
322
Creative Financial Designs
Indiana
$1.95K
CP
323
Castleview Partners
Texas
$1.34K
HGERS
324
Householder Group Estate & Retirement Specialist
Arizona
$1.28K
EWA
325
EverSource Wealth Advisors
Alabama
$968 +$968 +18 New