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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 %
AI
76
Atria Investments
North Carolina
$1.46M 30,949 -1,745 -5%
KA
77
Kovack Advisors
Florida
$1.42M 30,125 -521 -2%
Legacy Financial Group (Iowa)
78
Legacy Financial Group (Iowa)
Iowa
$1.39M 29,464 +4,289 +17%
NG
79
Northstar Group
New York
$1.37M 29,117 -247 -0.8%
AWM
80
AE Wealth Management
Kansas
$1.35M 28,730 -687 -2%
CIP
81
Capital Insight Partners
Arizona
$1.3M 27,561 +1,298 +5%
AAS
82
Avantax Advisory Services
Texas
$1.29M 27,326 +8,758 +47%
PP
83
PDS Planning
Ohio
$1.28M 27,176 +27,176 New
AF
84
Allworth Financial
California
$1.28M 27,107 +9,489 +54%
RFA
85
RTD Financial Advisors
Pennsylvania
$1.15M 24,281 -35,261 -59%
PCWA
86
Pacific Capital Wealth Advisors
California
$1.06M 22,395 -246 -1%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$1.05M 22,205 -34,166 -61%
SI
88
SimpliFi Inc
California
$1.04M 21,999 +379 +2%
ZIM
89
Zacks Investment Management
Illinois
$1.02M 21,655 +21,655 New
HG
90
Harbor Group
New Hampshire
$1.02M 21,649 -3,986 -16%
HI
91
Harbour Investments
Wisconsin
$1.01M 21,339 +4,313 +25%
FCA
92
FinTrust Capital Advisors
South Carolina
$1,000K 21,197 +12,195 +135%
HighTower Advisors
93
HighTower Advisors
Illinois
$993K 21,167 +10,054 +90%
CPWMP
94
Cardinal Point Wealth Management Partners
California
$992K 21,026 +3,770 +22%
CPCM
95
Cardinal Point Capital Management
Ontario, Canada
$992K 21,026 +21,026 New
PA
96
PFG Advisors
Arizona
$986K 20,905 -1,615 -7%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$967K 20,512 +2,469 +14%
CCWA
98
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$925K 19,614 +1,404 +8%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$915K 19,393 +19,314 +24,448%
HFS
100
Hantz Financial Services
Michigan
$910K 19,290 +19,290 New