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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 %
RCM
326
Rain Capital Management
Oregon
$3.51K -$20.4K -383 -85%
AWM
327
Able Wealth Management
New Jersey
$3.31K +$3.31K +62 New
NCM
328
Northwest Capital Management
Oregon
$2.93K
NSIM
329
North Star Investment Management
Illinois
$2.23K +$53 +1 +2%
CFD
330
Creative Financial Designs
Indiana
$1.86K
LFA
331
Level Financial Advisors
New York
$1.32K
CP
332
Castleview Partners
Texas
$1.28K
ME
333
McIlrath & Eck
Washington
$1.24K -$863 -16 -41%
HGERS
334
Householder Group Estate & Retirement Specialist
Arizona
$1K
LIWM
335
Long Island Wealth Management
New York
$1K +$1K +15 New
TRCT
336
Tower Research Capital (TRC)
New York
$745
ACA
337
Aptus Capital Advisors
Alabama
$532 -$213 -4 -29%
GWANC
338
Guardian Wealth Advisors (North Carolina)
North Carolina
$266
MSG
339
Main Street Group
Virginia
$53 +$53 +1 New
Legacy Financial Group (Iowa)
340
Legacy Financial Group (Iowa)
Iowa
-$1.45M -29,427 Closed
FAIM
341
Financial Advocates Investment Management
Washington
-$1.7M -13,809 Closed
KV
342
Kickstand Ventures
New York
-$557K -11,273 Closed
JAWM
343
J. Arnold Wealth Management
Ohio
-$467K -9,441 Closed
FC
344
FCA Corp
Texas
-$295K -5,969 Closed
HPC
345
HM Payson & Co
Maine
-$240K -4,855 Closed
RIA
346
Realta Investment Advisors
Delaware
-$113K -2,192 Closed
SOS
347
Silver Oak Securities
Tennessee
-$62.4K -1,263 Closed
RFA
348
Register Financial Advisors
Georgia
-$17.1K -346 Closed
TFM
349
TFC Financial Management
Massachusetts
-$13.4K -271 Closed
GM
350
GeoWealth Management
Illinois
-$5K -95 Closed