AOR icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
FW
126
Fidato Wealth
Ohio
$705K +$55.3K +994 +9%
MBFW
127
Morton Brown Family Wealth
Pennsylvania
$703K -$16.9K -304 -2%
BFG
128
Buttonwood Financial Group
Missouri
$673K +$6.9K +124 +1%
WP
129
Westmount Partners
California
$663K -$23.7K -426 -3%
CPCM
130
Cardinal Point Capital Management
Ontario, Canada
$661K +$6.12K +110 +0.9%
AF
131
Advisornet Financial
Minnesota
$658K -$265K -4,754 -29%
CTC
132
Central Trust Company
Missouri
$651K +$14.8K +265 +2%
FIA
133
Foundations Investment Advisors
Arizona
$645K +$361K +6,482 +127%
KWA
134
Kingswood Wealth Advisors
California
$640K -$16.7K -300 -3%
MWM
135
Mission Wealth Management
California
$633K +$633K +11,369 New
NEPWA
136
New England Private Wealth Advisors
Massachusetts
$628K +$193K +3,472 +44%
ACS
137
Archford Capital Strategies
Illinois
$627K -$11.7K -211 -2%
Cerity Partners
138
Cerity Partners
New York
$614K +$65.9K +1,183 +12%
MAWA
139
Moss Adams Wealth Advisors
Washington
$597K +$303K +5,443 +103%
TWP
140
Tempus Wealth Planning
California
$590K +$16K +287 +3%
MGIA
141
Moneta Group Investment Advisors
Missouri
$586K +$586K +10,527 New
TW
142
TrinityPoint Wealth
Connecticut
$582K +$16.7K +300 +3%
NA
143
NewEdge Advisors
Louisiana
$579K -$240K -4,306 -29%
VA
144
Valmark Advisers
Ohio
$577K +$10.2K +184 +2%
BFA
145
Beacon Financial Advisory
Ohio
$574K +$30.8K +553 +6%
SC
146
Scotia Capital
Ontario, Canada
$570K -$7.51K -135 -1%
CF
147
Corrigan Financial
Rhode Island
$568K +$568K +10,201 New
MCIA
148
Mountain Capital Investment Advisors
Colorado
$568K -$57K -1,033 -9%
Lido Advisors
149
Lido Advisors
California
$559K +$10.2K +184 +2%
PFS
150
Prospera Financial Services
Texas
$555K