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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 %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$2.03M -$186K -3,719 -8%
PWAG
52
Polaris Wealth Advisory Group
California
$1.99M +$40.2K +803 +2%
Ameriprise
53
Ameriprise
Minnesota
$1.9M -$7.29M -145,777 -79%
BCM
54
BlueCrest Capital Management
Jersey
$1.78M +$1.78M +35,544 New
HF
55
HRT Financial
New York
$1.76M +$1.76M +35,255 New
WFAG
56
Worth Financial Advisory Group
North Carolina
$1.74M -$229K -4,573 -12%
IF
57
Integrity Financial
Wyoming
$1.68M -$133K -2,661 -7%
JWBC
58
John W. Brooker & Co
California
$1.68M -$250K -4,949 -13%
SFG
59
Sage Financial Group
Pennsylvania
$1.64M -$347K -6,926 -17%
IAN
60
Integrated Advisors Network
Texas
$1.64M -$41.1K -821 -2%
Legacy Financial Group (Iowa)
61
Legacy Financial Group (Iowa)
Iowa
$1.51M +$36K +719 +2%
AWM
62
AE Wealth Management
Kansas
$1.45M +$17.6K +351 +1%
AF
63
Allworth Financial
California
$1.44M +$79.1K +1,581 +6%
CAN
64
Cetera Advisor Networks
California
$1.42M -$584K -11,664 -29%
AAS
65
Avantax Advisory Services
Texas
$1.41M +$43K +860 +3%
CIP
66
Capital Insight Partners
Arizona
$1.41M +$26.3K +526 +2%
NG
67
Northstar Group
New York
$1.36M -$95.1K -1,900 -7%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$1.35M +$627K +12,534 +86%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$1.29M +$268K +5,364 +26%
RFA
70
RTD Financial Advisors
Pennsylvania
$1.28M +$65.8K +1,316 +5%
KA
71
Kovack Advisors
Florida
$1.21M -$297K -5,938 -20%
PCMC
72
Private Capital Management (Colorado)
Colorado
$1.2M -$2.64M -52,769 -69%
HI
73
Harbour Investments
Wisconsin
$1.16M +$92.9K +1,857 +9%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.14M -$1.23M -24,489 -52%
WA
75
WBH Advisory
Maryland
$1.13M +$1.13M +22,680 New