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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
LNC
126
Lincoln National Corp
Pennsylvania
$766K +$10.8K +203 +1%
GFG
127
Greystone Financial Group
Michigan
$758K +$42.3K +796 +6%
ACM
128
Avalon Capital Management
California
$747K +$747K +14,039 New
SWP
129
Summit Wealth Partners
Florida
$719K -$14.7K -277 -2%
Mariner
130
Mariner
Kansas
$709K +$457K +8,591 +182%
SAG
131
SageView Advisory Group
California
$700K -$44.4K -831 -6%
MBFW
132
Morton Brown Family Wealth
Pennsylvania
$687K -$13.3K -250 -2%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$683K +$45.3K +852 +7%
WP
134
Westmount Partners
California
$656K -$110K -2,066 -14%
BFG
135
Buttonwood Financial Group
Missouri
$636K +$19.6K +369 +3%
KWA
136
Kingswood Wealth Advisors
California
$628K +$628K +11,800 New
CPCM
137
Cardinal Point Capital Management
Ontario, Canada
$626K -$199K -3,750 -24%
FW
138
Fidato Wealth
Ohio
$621K +$621K +11,676 New
ACS
139
Archford Capital Strategies
Illinois
$610K -$230K -4,328 -27%
CTC
140
Central Trust Company
Missouri
$608K -$330K -6,210 -35%
VFP
141
Verus Financial Partners
Virginia
$608K -$43.2K -812 -7%
MCIA
142
Mountain Capital Investment Advisors
Colorado
$597K +$6.81K +129 +1%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$557K +$143K +2,689 +35%
SC
144
Scotia Capital
Ontario, Canada
$551K +$1.38K +26 +0.3%
TWP
145
Tempus Wealth Planning
California
$548K -$54.5K -1,024 -9%
VA
146
Valmark Advisers
Ohio
$542K -$14.5K -272 -3%
TW
147
TrinityPoint Wealth
Connecticut
$541K -$491K -9,236 -48%
CFA
148
Camarda Financial Advisors
Florida
$532K -$32.2K -606 -6%
PFS
149
Prospera Financial Services
Texas
$530K +$2.18K +41 +0.4%
DADC
150
D.A. Davidson & Co
Montana
$527K +$254K +4,782 +93%