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iShares Core 60/40 Balanced Allocation ETF

326 hedge funds and large institutions have $749M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 37 closing their positions.

Holders
326
Holders Change
-13
Holders Change %
-3.83%
% of All Funds
4.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
110
Reduced
129
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
26
TRUE Private Wealth Advisors
Oregon
$6.28M +$139K +2,496 +2%
KAS
27
Kestra Advisory Services
Texas
$6.24M -$2.26M -40,655 -27%
Truist Financial
28
Truist Financial
North Carolina
$6.11M -$4.64M -83,357 -43%
WFL
29
Wealth Forward LLC
North Dakota
$5.77M +$74.6K +1,340 +1%
Stifel Financial
30
Stifel Financial
Missouri
$5.2M -$9.23M -165,865 -64%
DWM
31
Dakota Wealth Management
Florida
$5.05M -$83.7K -1,503 -2%
UW
32
Unique Wealth
Florida
$4.8M +$103K +1,857 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.62M +$154K +2,768 +3%
LIA
34
LBMC Investment Advisors
Tennessee
$4.45M -$23K -414 -0.5%
PAMG
35
Patton Albertson Miller Group
Tennessee
$4.28M -$128K -2,302 -3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$4.26M +$87.7K +1,575 +2%
WCG
37
Weaver Consulting Group
California
$4.2M -$12.9K -231 -0.3%
Jane Street
38
Jane Street
New York
$4.18M +$458K +8,235 +12%
NB
39
NBT Bank
New York
$3.99M +$310K +5,570 +8%
MSA
40
Marino Stram & Associates
Massachusetts
$3.99M -$57.1K -1,025 -1%
EIG
41
Ellenbecker Investment Group
Wisconsin
$3.79M +$172K +3,094 +5%
BWA
42
Burt Wealth Advisors
Maryland
$3.71M -$44.6K -801 -1%
FFA
43
First Foundation Advisors
California
$3.68M +$325K +5,845 +10%
LPAM
44
Lodestar Private Asset Management
California
$3.68M +$163K +2,922 +5%
BCM
45
Brookstone Capital Management
Illinois
$3.46M -$95.1K -1,709 -3%
FHC
46
Fort Henry Capital
West Virginia
$3.3M -$77.8K -1,398 -2%
VIP
47
Viewpoint Investment Partners
Alberta, Canada
$3.21M +$766K +13,760 +31%
FFN
48
Focus Financial Network
Minnesota
$3.19M +$3.19M +59,710 New
NWM
49
Northwest Wealth Management
Iowa
$3.14M +$32.6K +585 +1%
SFWC
50
Strategic Family Wealth Counselors
New Jersey
$2.94M -$1.01M -18,074 -25%