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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 %
MCA
326
Midwest Capital Advisors
Michigan
$28.7K +$28.7K +500 New
AA
327
Ancora Advisors
Ohio
$28.4K +$4.53K +79 +19%
TFGT
328
TS Financial Group (TSFG)
Illinois
$28K
S
329
SignatureFD
Georgia
$24.5K +$4.3K +75 +21%
SC
330
SouthState Corp
Florida
$22.4K
FCMT
331
Founders Capital Management (Texas)
Texas
$21.3K
FWM
332
FSA Wealth Management
Massachusetts
$17.7K +$287 +5 +2%
VWWMG
333
Vermillion & White Wealth Management Group
Pennsylvania
$17.6K
ME
334
McIlrath & Eck
Washington
$16.9K +$6.01K +105 +55%
RDIA
335
RE Dickinson Investment Advisors
Iowa
$16K
MA
336
MCF Advisors
Kentucky
$15.5K
OC
337
Oarsman Capital
Wisconsin
$13.5K +$229 +4 +2%
SO
338
Sierra Ocean
California
$12.9K +$12.9K +225 New
AIC
339
Archer Investment Corporation
Indiana
$12.3K
US Bancorp
340
US Bancorp
Minnesota
$11.5K
SWM
341
Sanctuary Wealth Management
Idaho
$11.2K
CIAS
342
Capital Investment Advisory Services
North Carolina
$8.83K -$238K -4,154 -96%
LC
343
Lindbrook Capital
California
$8.6K
PAG
344
Paladin Advisory Group
Iowa
$7.97K +$57 +1 +0.7%
SC
345
Stephens Consulting
Michigan
$7.05K +$745 +13 +12%
DAM
346
Delta Asset Management
Tennessee
$6.88K -$2.87K -50 -29%
TAM
347
Tucker Asset Management
Colorado
$6.36K +$6.36K +111 New
BNP Paribas Financial Markets
348
BNP Paribas Financial Markets
France
$5.68K +$5.22K +91 +1,138%
NSIM
349
North Star Investment Management
Illinois
$2.47K +$57 +1 +2%
CFD
350
Creative Financial Designs
Indiana
$2.01K