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iShares Core 60/40 Balanced Allocation ETF

258 hedge funds and large institutions have $689M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 36 closing their positions.

Holders
258
Holders Change
-14
Holders Change %
-5.15%
% of All Funds
4.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
24
Increased
100
Reduced
87
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
51
Brookstone Capital Management
Illinois
$1.98M +$100K +2,252 +5%
GW
52
GW & Wade
Massachusetts
$1.87M +$150K +3,344 +9%
Ameriprise
53
Ameriprise
Minnesota
$1.84M -$723K -16,155 -28%
PWAG
54
Polaris Wealth Advisory Group
California
$1.66M +$9.03K +202 +0.5%
IF
55
Integrity Financial
Wyoming
$1.63M -$65.4K -1,459 -4%
IAN
56
Integrated Advisors Network
Texas
$1.52M -$1.16K -26 -0.1%
AI
57
Atria Investments
North Carolina
$1.46M -$1.79M -39,899 -55%
KA
58
Kovack Advisors
Florida
$1.37M +$58.1K +1,298 +4%
AWM
59
AE Wealth Management
Kansas
$1.32M -$52.3K -1,168 -4%
NG
60
Northstar Group
New York
$1.32M -$24K -537 -2%
SWP
61
Stratos Wealth Partners
Ohio
$1.24M +$221K +4,927 +22%
PAG
62
Private Advisor Group
New Jersey
$1.22M -$218K -4,877 -15%
CIP
63
Capital Insight Partners
Arizona
$1.18M -$59.1K -1,319 -5%
HG
64
Harbor Group
New Hampshire
$1.15M +$802K +17,906 +232%
Legacy Financial Group (Iowa)
65
Legacy Financial Group (Iowa)
Iowa
$1.13M -$54.3K -1,213 -5%
IP
66
Investment Partners
Ohio
$1.06M +$342K +7,630 +48%
CWM
67
Cahaba Wealth Management
Georgia
$1.03M +$7.16K +160 +0.7%
PCWA
68
Pacific Capital Wealth Advisors
California
$1.01M -$9.72K -217 -0.9%
PA
69
PFG Advisors
Arizona
$1.01M +$1.01M +22,520 New
AF
70
Advisornet Financial
Minnesota
$974K -$33K -738 -3%
SI
71
SimpliFi Inc
California
$968K +$3.72K +83 +0.4%
VFP
72
Verus Financial Partners
Virginia
$933K -$71.2K -1,569 -7%
MA
73
Mutual Advisors
Nebraska
$863K -$179 -4 -0%
TWP
74
Tempus Wealth Planning
California
$844K +$38.5K +859 +5%
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$838K -$10.7M -239,854 -93%