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iShares Core 60/40 Balanced Allocation ETF

326 hedge funds and large institutions have $749M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 37 closing their positions.

Holders
326
Holders Change
-13
Holders Change %
-3.83%
% of All Funds
4.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
110
Reduced
129
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HG
76
Harbor Group
New Hampshire
$1.54M -$73.1K -1,313 -5%
IF
77
Integrity Financial
Wyoming
$1.49M -$8.57K -154 -0.6%
PAG
78
Private Advisor Group
New Jersey
$1.46M +$224K +4,015 +18%
CAN
79
Cetera Advisor Networks
California
$1.38M -$27.7K -498 -2%
CIP
80
Capital Insight Partners
Arizona
$1.37M -$234K -4,205 -15%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$1.37M -$97.5K -1,751 -7%
PCWA
82
Pacific Capital Wealth Advisors
California
$1.36M +$58.6K +1,053 +5%
PCM
83
Piedmont Capital Management
Montana
$1.35M -$21.2K -385 -2%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$1.33M +$22.9K +411 +2%
Renaissance Technologies
85
Renaissance Technologies
New York
$1.33M -$1.27M -22,900 -49%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$1.32M +$797K +14,319 +151%
Creative Planning
87
Creative Planning
Kansas
$1.32M -$146K -2,615 -10%
IF
88
Intrua Financial
Texas
$1.27M +$67.6K +1,215 +6%
SWP
89
Stratos Wealth Partners
Ohio
$1.25M
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19M +$474K +8,510 +66%
OPWM
91
Oxinas Partners Wealth Management
Indiana
$1.17M +$270K +4,850 +30%
SI
92
SimpliFi Inc
California
$1.17M -$40.1K -721 -3%
NG
93
Northstar Group
New York
$1.17M -$142K -2,550 -11%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$46.7K -838 -4%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.14M -$149K -2,676 -12%
MA
96
Mutual Advisors
Nebraska
$1.11M -$126K -2,262 -10%
DAS
97
Dynamic Advisor Solutions
Arizona
$1.11M -$4.79M -86,061 -81%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$1.06M +$57.9K +1,040 +6%
IWC
99
Integrated Wealth Concepts
Massachusetts
$1.05M +$41.9K +752 +4%
Goldman Sachs
100
Goldman Sachs
New York
$1.04M -$191K -3,424 -16%