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iShares Core 60/40 Balanced Allocation ETF

318 hedge funds and large institutions have $1.25B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 13 closing their positions.

Holders
318
Holders Change
+60
Holders Change %
+23.26%
% of All Funds
5.13%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
79
Increased
116
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
101
Advisornet Financial
Minnesota
$904K 19,164 -2,590 -12%
MA
102
Mutual Advisors
Nebraska
$900K 19,075 -192 -1%
RVPG
103
Relative Value Partners Group
$890K 18,872 +179 +1%
WSTAM
104
Wilbanks Smith & Thomas Asset Management
Virginia
$889K 18,843 +129 +0.7%
VFP
105
Verus Financial Partners
Virginia
$886K 17,698 -2,876 -14%
JCM
106
Janney Capital Management
Pennsylvania
$874K 18,530 +18,530 New
CWM
107
Cahaba Wealth Management
Georgia
$867K 18,385 -4,725 -20%
HIP
108
Harrell Investment Partners
Texas
$851K 18,039 +21 +0.1%
TA
109
Tiedemann Advisors
New York
$799K 16,942 +16,942 New
NAS
110
Nicolet Advisory Services
Wisconsin
$796K 16,197 -647 -4%
KIG
111
Kowal Investment Group
Wisconsin
$773K 16,391 +16,391 New
TC
112
Trilogy Capital
California
$771K 16,355 +396 +2%
OFG
113
Oxford Financial Group
Indiana
$765K 16,212 +69 +0.4%
SG
114
StoneX Group
New York
$760K 16,112 +9,728 +152%
SAG
115
SageView Advisory Group
California
$748K 15,862 +15,862 New
LNC
116
Lincoln National Corp
Pennsylvania
$748K 15,862 +2,759 +21%
ACS
117
Archford Capital Strategies
Illinois
$727K 15,422 +22 +0.1%
DAS
118
Dynamic Advisor Solutions
Arizona
$722K 15,317 -416 -3%
GCM
119
G2 Capital Management
Ohio
$718K 15,221
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$710K 15,048 +15,048 New
MCWS
121
McKinley Carter Wealth Services
West Virginia
$708K 15,002 -314 -2%
MBFW
122
Morton Brown Family Wealth
Pennsylvania
$707K 14,993 +69 +0.5%
FFG
123
Fullen Financial Group
Ohio
$703K 14,049 +683 +5%
PFA
124
Professional Financial Advisors
Nebraska
$700K 14,843 -32 -0.2%
IP
125
Investment Partners
Ohio
$695K 14,732 -8,953 -38%