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iShares Core 60/40 Balanced Allocation ETF

326 hedge funds and large institutions have $749M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 37 closing their positions.

Holders
326
Holders Change
-13
Holders Change %
-3.83%
% of All Funds
4.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
110
Reduced
129
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RVPG
101
Relative Value Partners Group
$1.03M
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$988K -$349K -6,277 -26%
AWM
103
AE Wealth Management
Kansas
$967K -$767K -13,774 -44%
WA
104
WBH Advisory
Maryland
$958K
SPC
105
Sigma Planning Corp
Michigan
$950K +$527K +9,471 +125%
GFG
106
Greystone Financial Group
Michigan
$945K +$152K +2,738 +19%
PP
107
PDS Planning
Ohio
$923K -$17.9K -322 -2%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$880K +$55.7K +1,001 +7%
PCMC
109
Private Capital Management (Colorado)
Colorado
$870K -$139K -2,502 -14%
HFA
110
High Falls Advisors
New York
$867K +$45.6K +819 +6%
SFG
111
Sage Financial Group
Pennsylvania
$854K -$77.3K -1,388 -8%
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$848K +$3.06K +55 +0.4%
MCWS
113
McKinley Carter Wealth Services
West Virginia
$844K -$30K -539 -3%
ACM
114
Avalon Capital Management
California
$838K +$56.2K +1,009 +7%
TC
115
Trilogy Capital
California
$829K -$161K -2,883 -16%
UCFA
116
United Capital Financial Advisors
Texas
$820K -$13.1K -235 -2%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$813K -$151K -2,706 -16%
HighTower Advisors
118
HighTower Advisors
Illinois
$808K -$26.5K -476 -3%
LNC
119
Lincoln National Corp
Pennsylvania
$802K
KWM
120
Kingsview Wealth Management
Oregon
$802K -$427K -7,666 -35%
CWM
121
Cahaba Wealth Management
Georgia
$775K -$54.3K -976 -7%
OFG
122
Oxford Financial Group
Indiana
$774K -$143K -2,570 -16%
SWP
123
Summit Wealth Partners
Florida
$750K -$3.4K -61 -0.5%
Mariner
124
Mariner
Kansas
$747K +$5.12K +92 +0.7%
SOS
125
Silver Oak Securities
Tennessee
$718K +$718K +12,891 New