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iShares Core 60/40 Balanced Allocation ETF

339 hedge funds and large institutions have $995M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 12 closing their positions.

Holders
339
Holders Change
+41
Holders Change %
+13.76%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
55
Increased
129
Reduced
103
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
76
Allworth Financial
California
$1.69M 31,730 +668 +2%
AWM
77
AE Wealth Management
Kansas
$1.66M 31,141 -137,630 -82%
HI
78
Harbour Investments
Wisconsin
$1.55M 29,199 +52 +0.2%
HG
79
Harbor Group
New Hampshire
$1.54M 28,974 +15,643 +117%
CIP
80
Capital Insight Partners
Arizona
$1.54M 28,862 +191 +0.7%
IF
81
Integrity Financial
Wyoming
$1.43M 26,924 -1,930 -7%
RFA
82
RTD Financial Advisors
Pennsylvania
$1.42M 26,678 -23,999 -47%
Creative Planning
83
Creative Planning
Kansas
$1.4M 26,384 +26,384 New
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$1.4M 26,276 +25,485 +3,222%
CAN
85
Cetera Advisor Networks
California
$1.35M 25,363 +289 +1%
PCM
86
Piedmont Capital Management
Montana
$1.32M 24,837 -416 -2%
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M 24,032 -1,258 -5%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$1.25M 23,530 -876 -4%
NG
89
Northstar Group
New York
$1.25M 23,486 -1,400 -6%
PCWA
90
Pacific Capital Wealth Advisors
California
$1.24M 23,335 +689 +3%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.23M 23,183 +3,594 +18%
SWP
92
Stratos Wealth Partners
Ohio
$1.19M 22,410 +3 +0%
MA
93
Mutual Advisors
Nebraska
$1.18M 22,271 +2,111 +10%
PAG
94
Private Advisor Group
New Jersey
$1.18M 22,225 +2,690 +14%
Goldman Sachs
95
Goldman Sachs
New York
$1.17M 22,073 -16,232 -42%
KWM
96
Kingsview Wealth Management
Oregon
$1.17M 22,066 -8,469 -28%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$1.16M 21,735 +651 +3%
IF
98
Intrua Financial
Texas
$1.15M 21,657 +12,441 +135%
GAA
99
Global Assets Advisory
Florida
$1.09M 20,675 +503 +2%
PCG
100
Prosperity Consulting Group
Maryland
$1.08M 20,240 +20,240 New