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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.

New
Increased
Maintained
Reduced
Closed
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 %
W
126
Wealthquest
Ohio
$550K -$11K -217 -2%
RAG
127
RIA Advisory Group
Iowa
$548K +$20.1K +401 +4%
GCM
128
Gallacher Capital Management
Colorado
$543K +$73.5K +1,469 +16%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$528K
SL
130
Sentinus LLC
Illinois
$516K +$92.7K +1,853 +22%
RWP
131
RWA Wealth Partners
Massachusetts
$514K +$69K +1,379 +16%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$498K -$83K -1,658 -14%
SSC
133
Syverson Strege & Co
Iowa
$494K +$29.1K +581 +6%
RWM
134
Reston Wealth Management
Virginia
$485K -$12.6K -251 -3%
CFA
135
Camarda Financial Advisors
Florida
$480K +$5.4K +108 +1%
BFA
136
Beacon Financial Advisory
Ohio
$479K
PA
137
PFG Advisors
Arizona
$473K -$573K -11,449 -55%
SC
138
Scotia Capital
Ontario, Canada
$471K -$115K -2,293 -20%
SG
139
StoneX Group
New York
$462K -$344K -6,871 -43%
HWM
140
Heirloom Wealth Management
Colorado
$461K +$208K +4,158 +82%
ZIMP
141
Zimmermann Investment Management & Planning
Pennsylvania
$460K -$14.3K -286 -3%
IF
142
Intrua Financial
Texas
$450K +$217K +4,350 +94%
BRM
143
Boston Research & Management
Massachusetts
$448K -$1.55K -31 -0.3%
GIA
144
Gladstone Institutional Advisory
Florida
$440K
CF
145
Corrigan Financial
Rhode Island
$437K +$30.6K +611 +8%
BPA
146
Beacon Pointe Advisors
California
$432K -$46.3K -925 -10%
WWM
147
Western Wealth Management
Colorado
$431K -$700 -14 -0.2%
HSWM
148
Hubbell Strickland Wealth Management
Louisiana
$431K -$13.9K -278 -3%
Goldman Sachs
149
Goldman Sachs
New York
$428K +$428K +8,550 New
WAM
150
Worth Asset Management
Texas
$427K +$427K +8,544 New