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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 %
SFG
51
StrategIQ Financial Group
Indiana
$2.37M 47,979 +848 +2%
Ameriprise
52
Ameriprise
Minnesota
$2.27M 46,037 +9,867 +27%
CFA
53
Cahill Financial Advisors
Minnesota
$2.19M 44,343 +23 +0.1%
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$2.18M 44,361 -4,255 -9%
VWA
55
Visionary Wealth Advisors
Illinois
$2.11M 42,727 -211 -0.5%
PWAG
56
Polaris Wealth Advisory Group
California
$1.99M 40,356 +781 +2%
Corient Private Wealth
57
Corient Private Wealth
Florida
$1.96M 39,682 -44 -0.1%
Goldman Sachs
58
Goldman Sachs
New York
$1.89M 38,305 +27,343 +249%
WFAG
59
Worth Financial Advisory Group
North Carolina
$1.88M 37,960 +226 +0.6%
FCA
60
FinTrust Capital Advisors
South Carolina
$1.75M 35,361 +15,498 +78%
FAIM
61
Financial Advocates Investment Management
Washington
$1.7M 13,809 +13,809 New
AAS
62
Avantax Advisory Services
Texas
$1.69M 34,266 +4,370 +15%
IAN
63
Integrated Advisors Network
Texas
$1.62M 32,850 +52 +0.2%
CA
64
Cetera Advisors
Colorado
$1.61M 32,632 +27,173 +498%
JWBC
65
John W. Brooker & Co
California
$1.61M 32,608 +56 +0.2%
AF
66
Allworth Financial
California
$1.53M 31,062 +997 +3%
S
67
Syntrinsic
Colorado
$1.52M 31,000 +31,000 New
KWM
68
Kingsview Wealth Management
Oregon
$1.51M 30,535 -1,845 -6%
Legacy Financial Group (Iowa)
69
Legacy Financial Group (Iowa)
Iowa
$1.45M 29,427 -2,401 -8%
HI
70
Harbour Investments
Wisconsin
$1.44M 29,147 +211 +0.7%
IF
71
Integrity Financial
Wyoming
$1.43M 28,854 -1,027 -3%
CIP
72
Capital Insight Partners
Arizona
$1.42M 28,671 +522 +2%
CCWA
73
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.25M 25,290 +4,366 +21%
PCM
74
Piedmont Capital Management
Montana
$1.25M 25,253 -806 -3%
CAN
75
Cetera Advisor Networks
California
$1.24M 25,074 -2,321 -8%