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iShares Core 60/40 Balanced Allocation ETF

339 hedge funds and large institutions have $995M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 12 closing their positions.

Holders
339
Holders Change
+41
Holders Change %
+13.76%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
55
Increased
129
Reduced
103
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SI
101
SimpliFi Inc
California
$1.07M 21,733
RAG
102
RIA Advisory Group
Iowa
$1.07M 15,495 +4,794 +45%
RVPG
103
Relative Value Partners Group
$1.03M 19,315 +19,315 New
IWC
104
Integrated Wealth Concepts
Massachusetts
$965K 18,137 -891 -5%
PCMC
105
Private Capital Management (Colorado)
Colorado
$964K 18,124 -1,094 -6%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$962K 18,036 -5,947 -25%
Comerica Bank
107
Comerica Bank
Texas
$954K 17,935 +13,796 +333%
TC
108
Trilogy Capital
California
$946K 17,779 +1,493 +9%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$921K 17,306 -38 -0.2%
WA
110
WBH Advisory
Maryland
$916K 17,217 -3,831 -18%
PP
111
PDS Planning
Ohio
$899K 16,894 -3,151 -16%
SFG
112
Sage Financial Group
Pennsylvania
$890K 16,736 -500 -3%
AF
113
Advisornet Financial
Minnesota
$881K 16,567 -302 -2%
OFG
114
Oxford Financial Group
Indiana
$876K 16,469 +62 +0.4%
OPWM
115
Oxinas Partners Wealth Management
Indiana
$861K 16,181 -460 -3%
MCWS
116
McKinley Carter Wealth Services
West Virginia
$835K 15,700 +1,197 +8%
HF
117
HRT Financial
New York
$815K 15,324 +788 +5%
WSTAM
118
Wilbanks Smith & Thomas Asset Management
Virginia
$807K 15,174 +1,689 +13%
HighTower Advisors
119
HighTower Advisors
Illinois
$797K 14,981 +1,408 +10%
UCFA
120
United Capital Financial Advisors
Texas
$796K 14,969 -2,712 -15%
CWM
121
Cahaba Wealth Management
Georgia
$792K 14,890 -359 -2%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$788K 14,810 +1,131 +8%
HFA
123
High Falls Advisors
New York
$785K 14,755 +874 +6%
NA
124
NewEdge Advisors
Louisiana
$781K 14,705 +8,332 +131%
Citadel Advisors
125
Citadel Advisors
Florida
$779K 14,647 +9,981 +214%