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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 %
Jane Street
51
Jane Street
New York
$2.77M 58,793 +8,570 +17%
Renaissance Technologies
52
Renaissance Technologies
New York
$2.75M 58,200 +40,605 +231%
GW
53
GW & Wade
Massachusetts
$2.71M 57,387 +15,686 +38%
FAAM
54
First Ascent Asset Management
Colorado
$2.57M 54,436 +7,370 +16%
AAS
55
Annex Advisory Services
Wisconsin
$2.49M 52,829 +1,231 +2%
DWA
56
Dorsey Wright & Associates
California
$2.36M 50,140 +50,140 New
MML Investors Services
57
MML Investors Services
Massachusetts
$2.31M 48,892 +31,637 +183%
SFG
58
StrategIQ Financial Group
Indiana
$2.3M 48,814 +584 +1%
VWA
59
Visionary Wealth Advisors
Illinois
$2.3M 48,757 -1,523 -3%
EIG
60
Ellenbecker Investment Group
Wisconsin
$2.24M 47,484 +2,135 +5%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$2.23M 47,263 +47,263 New
BCM
62
Brookstone Capital Management
Illinois
$2.14M 44,102 -375 -0.8%
LPAM
63
Lodestar Private Asset Management
California
$2.11M 44,772 +44,772 New
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$2.1M 44,392 -60,998 -58%
CFA
65
Cahill Financial Advisors
Minnesota
$2.08M 44,202 +51 +0.1%
VIP
66
Viewpoint Investment Partners
Alberta, Canada
$2.07M 43,830 -13,760 -24%
PWAG
67
Polaris Wealth Advisory Group
California
$1.92M 39,042 +1,924 +5%
CAN
68
Cetera Advisor Networks
California
$1.89M 40,002 +28,548 +249%
SFG
69
Sage Financial Group
Pennsylvania
$1.87M 39,691 -27,907 -41%
WFAG
70
Worth Financial Advisory Group
North Carolina
$1.85M 39,319 +39,319 New
JWBC
71
John W. Brooker & Co
California
$1.8M 38,136 +33,521 +726%
IF
72
Integrity Financial
Wyoming
$1.71M 36,280 -155 -0.4%
AWS
73
Atria Wealth Solutions
New York
$1.71M 36,251 +23,675 +188%
IAN
74
Integrated Advisors Network
Texas
$1.58M 33,566 -330 -1%
VAS
75
Vestmark Advisory Solutions
Massachusetts
$1.54M 32,601 +24,156 +286%