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iShares Core 60/40 Balanced Allocation ETF

293 hedge funds and large institutions have $589M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 136 reducing their positions, and 46 closing their positions.

Holders
293
Holders Change
-25
Holders Change %
-7.86%
% of All Funds
4.69%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
34
Increased
67
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACS
101
Archford Capital Strategies
Illinois
$799K +$30.4K +611 +4%
DAS
102
Dynamic Advisor Solutions
Arizona
$796K +$30K +599 +4%
VFP
103
Verus Financial Partners
Virginia
$754K -$127K -2,557 -14%
MBFW
104
Morton Brown Family Wealth
Pennsylvania
$754K +$3.4K +68 +0.5%
SWP
105
Summit Wealth Partners
Florida
$752K +$30.8K +615 +4%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$738K +$292K +5,829 +65%
SAG
107
SageView Advisory Group
California
$720K -$73.9K -1,477 -9%
FFG
108
Fullen Financial Group
Ohio
$708K -$202 -4 -0%
HFA
109
High Falls Advisors
New York
$704K +$19.7K +393 +3%
AWS
110
Atria Wealth Solutions
New York
$674K -$1.14M -22,775 -63%
MCWS
111
McKinley Carter Wealth Services
West Virginia
$668K -$82.9K -1,657 -11%
HG
112
Harbor Group
New Hampshire
$664K -$420K -8,386 -39%
IWC
113
Integrated Wealth Concepts
Massachusetts
$660K +$84.2K +1,683 +15%
WP
114
Westmount Partners
California
$659K +$52.9K +1,058 +9%
GAA
115
Global Assets Advisory
Florida
$648K +$648K +12,921 New
HighTower Advisors
116
HighTower Advisors
Illinois
$632K -$432K -8,595 -41%
MHS
117
M Holdings Securities
Oregon
$620K -$2K -40 -0.3%
Citadel Advisors
118
Citadel Advisors
Florida
$595K +$595K +11,890 New
UCFA
119
United Capital Financial Advisors
Texas
$588K +$30.1K +602 +5%
Renaissance Technologies
120
Renaissance Technologies
New York
$580K -$2.33M -46,600 -80%
MCIA
121
Mountain Capital Investment Advisors
Colorado
$579K -$63.6K -1,257 -10%
TWP
122
Tempus Wealth Planning
California
$578K -$93.2K -1,862 -14%
GCM
123
G2 Capital Management
Ohio
$557K -$205K -4,090 -27%
Lido Advisors
124
Lido Advisors
California
$555K +$69.1K +1,381 +14%
BFG
125
Buttonwood Financial Group
Missouri
$550K +$8.91K +178 +2%