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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 %
SWP
76
Stratos Wealth Partners
Ohio
$1.12M -$2.61M -52,138 -70%
PP
77
PDS Planning
Ohio
$1.09M -$273K -5,450 -20%
PFA
78
Professional Financial Advisors
Nebraska
$1.06M +$263K +4,867 +33%
PCWA
79
Pacific Capital Wealth Advisors
California
$1.06M -$60K -1,200 -5%
SI
80
SimpliFi Inc
California
$1.05M -$48.3K -965 -4%
CPCM
81
Cardinal Point Capital Management
Ontario, Canada
$1.05M
CPWMP
82
Cardinal Point Wealth Management Partners
California
$1.05M
FCA
83
FinTrust Capital Advisors
South Carolina
$1,000K
AF
84
Advisornet Financial
Minnesota
$980K +$20.8K +416 +2%
RVPG
85
Relative Value Partners Group
$944K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$938K -$31.8K -635 -3%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$933K -$179K -3,566 -16%
KWM
88
Kingsview Wealth Management
Oregon
$932K +$538K +10,748 +136%
WSTAM
89
Wilbanks Smith & Thomas Asset Management
Virginia
$931K -$12K -239 -1%
CWM
90
Cahaba Wealth Management
Georgia
$885K -$34.9K -698 -4%
PAG
91
Private Advisor Group
New Jersey
$873K -$158K -3,168 -15%
TC
92
Trilogy Capital
California
$865K +$46.6K +931 +6%
MA
93
Mutual Advisors
Nebraska
$861K -$93.2K -1,863 -10%
HIP
94
Harrell Investment Partners
Texas
$851K -$189 -4 -0%
TA
95
Tiedemann Advisors
New York
$848K
CCWA
96
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$845K -$136K -2,717 -14%
OFG
97
Oxford Financial Group
Indiana
$819K +$7.96K +159 +1%
NAS
98
Nicolet Advisory Services
Wisconsin
$816K +$5.45K +109 +0.7%
GFG
99
Greystone Financial Group
Michigan
$807K +$78.7K +1,574 +11%
LNC
100
Lincoln National Corp
Pennsylvania
$802K +$8.56K +171 +1%