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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 %
CHC
351
City Holding Co
West Virginia
$2.01K
CAS
352
Coppell Advisory Solutions
Texas
$1.32K
DWM
353
Darwin Wealth Management
Florida
$1.26K
TRCT
354
Tower Research Capital (TRC)
New York
$802 -$573 -10 -42%
FDW
355
Fourth Dimension Wealth
Ohio
$631 +$631 +11 New
MSG
356
Main Street Group
Virginia
$58
ECA
357
Elevation Capital Advisory
Oregon
-$6.05M -102,126 Closed
FEG
358
Fund Evaluation Group
Ohio
-$676K -11,407 Closed
RF
359
RHS Financial
California
-$533K -9,000 Closed
SAG
360
SageView Advisory Group
California
-$452K -7,636 Closed
ZIMP
361
Zimmermann Investment Management & Planning
Pennsylvania
-$413K -6,974 Closed
Jane Street
362
Jane Street
New York
-$356K -6,004 Closed
KOC
363
Koss-Olinger Consulting
Florida
-$351K -5,923 Closed
Susquehanna International Group
364
Susquehanna International Group
Pennsylvania
-$347K -5,854 Closed
CC
365
Cypress Capital
Tennessee
-$316K -5,342 Closed
EMAM
366
Encompass More Asset Management
California
-$247K -4,169 Closed
FAIM
367
Financial Advocates Investment Management
Washington
-$207K -4,026 Closed
AWM
368
Accurate Wealth Management
Florida
-$209K -3,560 Closed
LMKC
369
L.M. Kohn & Company
Ohio
-$204K -3,445 Closed
RWM
370
Reston Wealth Management
Virginia
-$137K -2,314 Closed
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
-$69.5K -1,174 Closed
JIP
372
Jaffetilchin Investment Partners
Florida
-$62.8K -1,059 Closed
NP
373
NorthRock Partners
Minnesota
-$36.3K -612 Closed
APC
374
Aspire Private Capital
North Carolina
-$33K -557 Closed
HGA
375
Hobbs Group Advisors
South Carolina
-$32.3K -545 Closed