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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
GFG
126
Greystone Financial Group
Michigan
$687K +$687K +14,557 New
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$686K -$15.8K -334 -2%
SWP
128
Summit Wealth Partners
Florida
$680K +$2.64K +56 +0.4%
HFA
129
High Falls Advisors
New York
$645K +$29K +614 +5%
TWP
130
Tempus Wealth Planning
California
$633K -$256K -5,431 -29%
MCIA
131
Mountain Capital Investment Advisors
Colorado
$618K -$17.4K -357 -3%
FAIM
132
Financial Advocates Investment Management
Washington
$596K +$596K +6,200 New
MHS
133
M Holdings Securities
Oregon
$587K -$1.56K -33 -0.3%
WP
134
Westmount Partners
California
$571K +$571K +12,111 New
SC
135
Scotia Capital
Ontario, Canada
$552K -$1.79K -38 -0.3%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$548K -$218K -4,626 -28%
IWC
137
Integrated Wealth Concepts
Massachusetts
$543K +$3.44K +73 +0.6%
MFS
138
Madrona Financial Services
Washington
$533K +$533K +11,293 New
UCFA
139
United Capital Financial Advisors
Texas
$525K +$28.7K +608 +6%
TW
140
TrinityPoint Wealth
Connecticut
$525K -$246K -5,211 -32%
W
141
Wealthquest
Ohio
$520K -$94.4K -2,002 -15%
BFG
142
Buttonwood Financial Group
Missouri
$510K +$35.1K +745 +7%
RAG
143
RIA Advisory Group
Iowa
$498K +$498K +10,551 New
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$497K +$4.9K +104 +1%
EA
145
Efficient Advisors
Ohio
$472K -$4.76K -101 -1%
RWM
146
Reston Wealth Management
Virginia
$469K +$34.3K +727 +8%
MW
147
Marcum Wealth
Ohio
$469K +$469K +9,940 New
DADC
148
D.A. Davidson & Co
Montana
$465K +$465K +9,854 New
Lido Advisors
149
Lido Advisors
California
$458K +$7.4K +157 +2%
BFA
150
Beacon Financial Advisory
Ohio
$451K