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iShares Core 60/40 Balanced Allocation ETF

355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 closing their positions.

Holders
355
Holders Change
+14
Holders Change %
+4.11%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
152
Reduced
103
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
51
First Foundation Advisors
California
$4.29M +$159K +2,779 +4%
LPAM
52
Lodestar Private Asset Management
California
$4.05M +$108K +1,885 +3%
GM
53
GeoWealth Management
Illinois
$3.98M -$5.93M -103,467 -60%
BWA
54
Burt Wealth Advisors
Maryland
$3.74M -$8.6K -150 -0.2%
EP
55
Essential Planning
New Hampshire
$3.63M +$3.63M +62,064 New
MSA
56
Marino Stram & Associates
Massachusetts
$3.6M -$529K -9,234 -13%
RWP
57
RWA Wealth Partners
Massachusetts
$3.54M +$105K +1,836 +3%
P
58
&Partners
Tennessee
$3.51M +$3.09M +53,774 +728%
Ameriprise
59
Ameriprise
Minnesota
$3.42M +$1.08M +18,784 +46%
BCM
60
Brookstone Capital Management
Illinois
$3.38M -$93.4K -1,629 -3%
VIP
61
Viewpoint Investment Partners
Alberta, Canada
$3.3M +$797K +13,910 +32%
FHC
62
Fort Henry Capital
West Virginia
$3.21M -$199K -3,478 -6%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$2.9M +$2.9M +50,597 New
PCG
64
Prosperity Consulting Group
Maryland
$2.78M +$180K +3,147 +7%
DAS
65
Dynamic Advisor Solutions
Arizona
$2.76M +$1.62M +28,184 +142%
Renaissance Technologies
66
Renaissance Technologies
New York
$2.7M +$1.18M +20,600 +78%
EFG
67
Ethos Financial Group
Pennsylvania
$2.57M -$2.81K -49 -0.1%
VAS
68
Vestmark Advisory Solutions
Massachusetts
$2.48M +$2.48M +43,309 New
FPAS
69
Focus Partners Advisor Solutions
Missouri
$2.46M -$300K -5,241 -11%
NWM
70
Northwest Wealth Management
Iowa
$2.46M +$134K +2,332 +6%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$2.45M +$528K +9,210 +28%
CFA
72
Cahill Financial Advisors
Minnesota
$2.34M -$17.2K -300 -0.7%
Comerica Bank
73
Comerica Bank
Texas
$2.13M +$1.83M +31,988 +616%
GCM
74
Gallacher Capital Management
Colorado
$2.01M +$1.36M +23,776 +210%
IF
75
Intrua Financial
Texas
$1.96M +$204K +3,559 +12%