AOR icon

iShares Core 60/40 Balanced Allocation ETF

318 hedge funds and large institutions have $1.25B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 13 closing their positions.

Holders
318
Holders Change
+60
Holders Change %
+23.26%
% of All Funds
5.13%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
79
Increased
116
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$8.61M 182,653 -6,006 -3%
GFS
27
GYL Financial Synergies
Connecticut
$7.95M 168,514 +161,760 +2,395%
Victory Capital Management
28
Victory Capital Management
Texas
$7.5M 158,942 +102,191 +180%
AF
29
Affiance Financial
Minnesota
$7.28M 154,371 +154,156 +71,700%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$6.51M 138,140 +16,699 +14%
BWP
31
BSW Wealth Partners
Colorado
$6.44M 136,591 +136,591 New
PAMG
32
Patton Albertson Miller Group
Tennessee
$6.38M 135,207 +56,541 +72%
CWA
33
Consilium Wealth Advisory
Texas
$6.24M 132,223 -21,461 -14%
ACP
34
Aveo Capital Partners
Colorado
$6.2M 131,398 -5,062 -4%
Corient Private Wealth
35
Corient Private Wealth
Florida
$5.91M 125,383 +125,383 New
SFWC
36
Strategic Family Wealth Counselors
New Jersey
$5.62M 119,145 +72,229 +154%
TPWA
37
TRUE Private Wealth Advisors
Oregon
$5.07M 107,553 +2,413 +2%
WQ
38
Wealth Quarterback
New Jersey
$4.66M 98,743 +98,743 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$4.18M 88,543 -4,302 -5%
WCG
40
Weaver Consulting Group
California
$4.13M 87,602 -3,343 -4%
UW
41
Unique Wealth
Florida
$4.02M 85,185 +85,185 New
LIA
42
LBMC Investment Advisors
Tennessee
$3.92M 83,116 -400 -0.5%
FFA
43
First Foundation Advisors
California
$3.85M 81,679 +81,679 New
PCMC
44
Private Capital Management (Colorado)
Colorado
$3.62M 76,802 +62,401 +433%
SWP
45
Stratos Wealth Partners
Ohio
$3.52M 74,544 +46,760 +168%
MSA
46
Marino Stram & Associates
Massachusetts
$3.48M 73,775 -11,318 -13%
FHC
47
Fort Henry Capital
West Virginia
$3.26M 69,115 -765 -1%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$3.2M 67,799 -32,865 -33%
BWA
49
Burt Wealth Advisors
Maryland
$3.16M 66,947 +50,157 +299%
NWM
50
Northwest Wealth Management
Iowa
$2.82M 59,698 +703 +1%