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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 %
T
301
Transce3nd
Texas
$55K +$55K +960 New
DJSG
302
D.J. St. Germain
Massachusetts
$54.5K +$54.5K +950 New
AWM
303
AllSquare Wealth Management
New York
$51.8K
EWA
304
EverSource Wealth Advisors
Alabama
$50.9K +$50.2K +876 +7,300%
AI
305
Arvest Investments
Arkansas
$50.6K
SIS
306
Sound Income Strategies
Florida
$49.4K +$49.4K +861 New
EWP
307
Elevation Wealth Partners
California
$47.5K +$688 +12 +1%
RPA
308
Redwood Park Advisors
California
$46.1K +$46.1K +804 New
JFA
309
JNBA Financial Advisors
Minnesota
$44.7K +$1.15K +20 +3%
OC
310
Oakworth Capital
Alabama
$43K -$5.73K -100 -12%
OP
311
ORG Partners
Indiana
$42.9K +$633 +11 +1%
TCG
312
Transcendent Capital Group
Oklahoma
$41.6K
CAWM
313
Capital A Wealth Management
Pennsylvania
$39.9K +$39.9K +696 New
SWA
314
SOA Wealth Advisors
New York
$39K +$287 +5 +0.7%
CFP
315
Comprehensive Financial Planning
Pennsylvania
$38.7K +$38.7K +676 New
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$37.8K
SAM
317
Synergy Asset Management
Washington
$36.7K +$36.7K +619 New
CA
318
Continuum Advisory
Idaho
$35.8K +$35.8K +624 New
EWM
319
EPG Wealth Management
Georgia
$34.4K
CWP
320
Concord Wealth Partners
Virginia
$33.7K -$15.5K -271 -32%
DFA
321
DHJJ Financial Advisors
Illinois
$33.2K -$860 -15 -3%
IA
322
IFP Advisors
Florida
$32.6K +$573 +10 +2%
WTC
323
WhitTier Trust Company
Nevada
$32.3K
MIA
324
Milestone Investment Advisors
Wisconsin
$31.8K
EWM
325
Evermay Wealth Management
Virginia
$29.5K