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iShares Core 60/40 Balanced Allocation ETF

355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+14
Holders Change %
+4.11%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
152
Reduced
103
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
76
IMA Advisory Services
Colorado
$1.96M +$1.96M +34,502 New
VWA
77
Visionary Wealth Advisors
Illinois
$1.95M -$39.4K -688 -2%
JWBC
78
John W. Brooker & Co
California
$1.86M -$21.7K -379 -1%
HI
79
Harbour Investments
Wisconsin
$1.85M +$10.5K +183 +0.6%
FFN
80
Focus Financial Network
Minnesota
$1.8M -$1.72M -29,996 -49%
IAN
81
Integrated Advisors Network
Texas
$1.7M -$84.9K -1,482 -5%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$1.69M +$266K +4,632 +19%
HG
83
Harbor Group
New Hampshire
$1.61M +$6.54K +114 +0.4%
WFAG
84
Worth Financial Advisory Group
North Carolina
$1.61M -$313K -5,458 -16%
AF
85
Allworth Financial
California
$1.6M -$76.2K -1,304 -5%
RFA
86
RTD Financial Advisors
Pennsylvania
$1.57M -$6.76K -118 -0.4%
IF
87
Integrity Financial
Wyoming
$1.45M -$21.4K -374 -1%
HighTower Advisors
88
HighTower Advisors
Illinois
$1.45M +$50.4K +879 +4%
SL
89
Sentinus LLC
Illinois
$1.42M +$114K +1,997 +9%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$1.41M +$72.2K +1,260 +5%
Legacy Financial Group (Iowa)
91
Legacy Financial Group (Iowa)
Iowa
$1.36M -$65.8K -1,148 -5%
IA
92
IFG Advisory
Georgia
$1.36M +$23.5K +410 +2%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$1.34M -$87.2K -1,522 -6%
IWM
94
IMG Wealth Management
Florida
$1.34M +$1.34M +23,312 New
PCM
95
Piedmont Capital Management
Montana
$1.33M -$12.4K -217 -0.9%
Creative Planning
96
Creative Planning
Kansas
$1.3M +$9.46K +165 +0.7%
SWP
97
Stratos Wealth Partners
Ohio
$1.29M -$1.55K -27 -0.1%
SA
98
Sanctuary Advisors
Indiana
$1.29M -$402K -6,840 -24%
MA
99
Mutual Advisors
Nebraska
$1.29M +$46.5K +808 +4%
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.28M +$6.65K +116 +0.5%