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iShares Core 60/40 Balanced Allocation ETF

298 hedge funds and large institutions have $613M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 20 closing their positions.

Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
119
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
101
Trilogy Capital
California
$805K 16,286 +14 +0.1%
ACS
102
Archford Capital Strategies
Illinois
$781K 15,801 -282 -2%
CPCM
103
Cardinal Point Capital Management
Ontario, Canada
$766K 15,511 -4,865 -24%
EWMCB
104
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$765K 15,488 +15,488 New
CWM
105
Cahaba Wealth Management
Georgia
$753K 15,249 -1,339 -8%
KPWS
106
Kestra Private Wealth Services
Texas
$746K 15,090 +7,462 +98%
HF
107
HRT Financial
New York
$718K 14,536 -12,974 -47%
MCWS
108
McKinley Carter Wealth Services
West Virginia
$717K 14,503 +1,252 +9%
WP
109
Westmount Partners
California
$711K 14,393 -617 -4%
LNC
110
Lincoln National Corp
Pennsylvania
$702K 14,207 +106 +0.8%
SAG
111
SageView Advisory Group
California
$688K 13,934 -34 -0.2%
HFA
112
High Falls Advisors
New York
$686K 13,881 -438 -3%
SWP
113
Summit Wealth Partners
Florida
$682K 13,802 +485 +4%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$676K 13,679 +345 +3%
WSTAM
115
Wilbanks Smith & Thomas Asset Management
Virginia
$666K 13,485 -4,604 -25%
GFG
116
Greystone Financial Group
Michigan
$664K 13,446 -202 -1%
HighTower Advisors
117
HighTower Advisors
Illinois
$663K 13,573 +1,924 +17%
NAS
118
Nicolet Advisory Services
Wisconsin
$661K 13,616 -1,398 -9%
HG
119
Harbor Group
New Hampshire
$659K 13,331 +44 +0.3%
MBFW
120
Morton Brown Family Wealth
Pennsylvania
$651K 13,175 -1,332 -9%
WC
121
Waterloo Capital
Texas
$650K 13,158 +3,164 +32%
Victory Capital Management
122
Victory Capital Management
Texas
$624K 12,635 +12,635 New
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$613K 12,406 +5,190 +72%
VFP
124
Verus Financial Partners
Virginia
$601K 12,228 -14 -0.1%
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$592K 11,981 +2,608 +28%