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iShares Core 60/40 Balanced Allocation ETF

293 hedge funds and large institutions have $589M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 136 reducing their positions, and 46 closing their positions.

Holders
293
Holders Change
-25
Holders Change %
-7.86%
% of All Funds
4.69%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
34
Increased
67
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WQ
26
Wealth Quarterback
New Jersey
$4.97M +$30.3K +605 +0.6%
TPWA
27
TRUE Private Wealth Advisors
Oregon
$4.58M -$798K -15,953 -15%
WCG
28
Weaver Consulting Group
California
$4.33M -$52.4K -1,047 -1%
UW
29
Unique Wealth
Florida
$4.21M -$48.4K -967 -1%
LIA
30
LBMC Investment Advisors
Tennessee
$4.09M -$70.1K -1,401 -2%
Stifel Financial
31
Stifel Financial
Missouri
$3.9M -$25.1M -500,783 -87%
MSA
32
Marino Stram & Associates
Massachusetts
$3.69M
BWA
33
Burt Wealth Advisors
Maryland
$3.35M +$300 +6 +0%
FHC
34
Fort Henry Capital
West Virginia
$3.26M -$200K -4,000 -6%
FFA
35
First Foundation Advisors
California
$3.13M -$960K -19,181 -23%
NWM
36
Northwest Wealth Management
Iowa
$2.91M -$76.7K -1,533 -3%
EIG
37
Ellenbecker Investment Group
Wisconsin
$2.87M -$636K -8,618 -18%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.77M -$625K -12,484 -18%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.69M -$20.8M -416,636 -89%
FAAM
40
First Ascent Asset Management
Colorado
$2.67M -$53.5K -1,070 -2%
GW
41
GW & Wade
Massachusetts
$2.65M -$219K -4,380 -8%
LPAM
42
Lodestar Private Asset Management
California
$2.52M +$280K +5,605 +13%
SFWC
43
Strategic Family Wealth Counselors
New Jersey
$2.5M -$3.46M -69,132 -58%
SFG
44
StrategIQ Financial Group
Indiana
$2.39M -$47.4K -948 -2%
BCM
45
Brookstone Capital Management
Illinois
$2.33M +$118K +2,357 +5%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.23M -$25.2M -504,153 -92%
CFA
47
Cahill Financial Advisors
Minnesota
$2.22M +$5.95K +119 +0.3%
VIP
48
Viewpoint Investment Partners
Alberta, Canada
$2.19M
VWA
49
Visionary Wealth Advisors
Illinois
$2.19M -$254K -5,078 -10%
Corient Private Wealth
50
Corient Private Wealth
Florida
$2.07M -$4.2M -84,042 -67%