AOR icon

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 %
Lido Advisors
126
Lido Advisors
California
$592K 11,978 -576 -5%
NEPWA
127
New England Private Wealth Advisors
Massachusetts
$564K 11,210 +11,210 New
TWP
128
Tempus Wealth Planning
California
$560K 11,333 +62 +0.6%
KV
129
Kickstand Ventures
New York
$557K 11,273 +11,273 New
BFG
130
Buttonwood Financial Group
Missouri
$557K 11,595 +955 +9%
MCIA
131
Mountain Capital Investment Advisors
Colorado
$557K 11,188 -37 -0.3%
RWP
132
RWA Wealth Partners
Massachusetts
$541K 10,950 +1,463 +15%
ZIMP
133
Zimmermann Investment Management & Planning
Pennsylvania
$533K 10,796 -834 -7%
RAG
134
RIA Advisory Group
Iowa
$528K 10,701 -122 -1%
CFA
135
Camarda Financial Advisors
Florida
$524K 10,601 -231 -2%
VA
136
Valmark Advisers
Ohio
$517K 10,454 -160 -2%
Cerity Partners
137
Cerity Partners
New York
$511K 10,352 +3,115 +43%
SC
138
Scotia Capital
Ontario, Canada
$511K 10,343 -1,479 -13%
TGAM
139
TBH Global Asset Management
Tennessee
$500K 10,126 -68 -0.7%
W
140
Wealthquest
Ohio
$491K 9,941 -912 -8%
PFS
141
Prospera Financial Services
Texas
$490K 9,919 -31 -0.3%
BFA
142
Beacon Financial Advisory
Ohio
$473K 9,569
SSC
143
Syverson Strege & Co
Iowa
$469K 9,499 +213 +2%
JAWM
144
J. Arnold Wealth Management
Ohio
$467K 9,441 +9,441 New
GWCM
145
Godshalk Welsh Capital Management
Pennsylvania
$466K 9,434 +2,334 +33%
IF
146
Intrua Financial
Texas
$455K 9,216 +16 +0.2%
IA
147
IFP Advisors
Florida
$450K 9,098 +8,745 +2,477%
EAMA
148
EFG Asset Management (Americas)
Florida
$443K 9,001 +68 +0.8%
FWM
149
FFT Wealth Management
Pennsylvania
$442K 8,947
LGA
150
Lebenthal Global Advisors
New York
$439K 8,881 +8,881 New