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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 %
NG
76
Northstar Group
New York
$1.23M 24,886 -974 -4%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$1.22M 23,983 -144,988 -86%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$1.21M 24,406 -2,632 -10%
PCWA
79
Pacific Capital Wealth Advisors
California
$1.12M 22,646 +277 +1%
SWP
80
Stratos Wealth Partners
Ohio
$1.11M 22,407 +1 +0%
SI
81
SimpliFi Inc
California
$1.07M 21,733 +292 +1%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.04M 21,084 -870 -4%
WA
83
WBH Advisory
Maryland
$1.04M 21,048 -115 -0.5%
GAA
84
Global Assets Advisory
Florida
$997K 20,172 +1,642 +9%
MA
85
Mutual Advisors
Nebraska
$996K 20,160 +1,407 +8%
DAS
86
Dynamic Advisor Solutions
Arizona
$993K 20,092 +2,119 +12%
PP
87
PDS Planning
Ohio
$990K 20,045 +14 +0.1%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$968K 19,589 +19,589 New
PAG
89
Private Advisor Group
New Jersey
$965K 19,535 +1,557 +9%
TW
90
TrinityPoint Wealth
Connecticut
$959K 19,399 +13,999 +259%
PCMC
91
Private Capital Management (Colorado)
Colorado
$950K 19,218 -825 -4%
IWC
92
Integrated Wealth Concepts
Massachusetts
$940K 19,028 -133 -0.7%
UCFA
93
United Capital Financial Advisors
Texas
$874K 17,681 +5,850 +49%
CTC
94
Central Trust Company
Missouri
$872K 17,642 +17,642 New
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$857K 17,344 +97 +0.6%
SFG
96
Sage Financial Group
Pennsylvania
$852K 17,236 -1,541 -8%
AF
97
Advisornet Financial
Minnesota
$833K 16,869 -2,108 -11%
OPWM
98
Oxinas Partners Wealth Management
Indiana
$822K 16,641 -451 -3%
TA
99
Tiedemann Advisors
New York
$813K 16,458 -69 -0.4%
OFG
100
Oxford Financial Group
Indiana
$811K 16,407 -23 -0.1%