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iShares Core 60/40 Balanced Allocation ETF

298 hedge funds and large institutions have $613M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 20 closing their positions.

Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
119
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWM
26
Dakota Wealth Management
Florida
$4.59M 92,829 +92,829 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.14M 83,776 +2,321 +3%
UW
28
Unique Wealth
Florida
$4.11M 83,213 -3,571 -4%
Stifel Financial
29
Stifel Financial
Missouri
$4.05M 81,979 +4,356 +6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.03M 81,491 +20,394 +33%
PAMG
31
Patton Albertson Miller Group
Tennessee
$3.94M 79,659 -3,990 -5%
LIA
32
LBMC Investment Advisors
Tennessee
$3.89M 80,552 -12 -0%
WCG
33
Weaver Consulting Group
California
$3.79M 76,704 +412 +0.5%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.68M 74,381 +74,381 New
MSA
35
Marino Stram & Associates
Massachusetts
$3.58M 72,549 -1,699 -2%
Jane Street
36
Jane Street
New York
$3.42M 69,117 +23,778 +52%
BWA
37
Burt Wealth Advisors
Maryland
$3.31M 66,903 -53 -0.1%
BCM
38
Brookstone Capital Management
Illinois
$3.3M 68,280 +1,237 +2%
FHC
39
Fort Henry Capital
West Virginia
$3.25M 65,754 +752 +1%
EIG
40
Ellenbecker Investment Group
Wisconsin
$2.99M 60,573 +6,381 +12%
FAAM
41
First Ascent Asset Management
Colorado
$2.95M 59,764 +2,095 +4%
VIP
42
Viewpoint Investment Partners
Alberta, Canada
$2.85M 57,590
LPAM
43
Lodestar Private Asset Management
California
$2.77M 55,967 +4,620 +9%
NWM
44
Northwest Wealth Management
Iowa
$2.76M 55,856 +34 +0.1%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.7M 54,637 +32,879 +151%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$2.67M 53,997 -14,982 -22%
GW
47
GW & Wade
Massachusetts
$2.63M 53,288 +2,826 +6%
FFA
48
First Foundation Advisors
California
$2.58M 52,222 -9,362 -15%
RFA
49
RTD Financial Advisors
Pennsylvania
$2.5M 50,677 +3,582 +8%
SFWC
50
Strategic Family Wealth Counselors
New Jersey
$2.47M 50,013