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iShares Core 60/40 Balanced Allocation ETF

355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+14
Holders Change %
+4.11%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
152
Reduced
103
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$897K +$112K +1,947 +14%
CA
127
Clearstead Advisors
Ohio
$891K +$12.8K +224 +1%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$883K -$11.4K -198 -1%
GFG
129
Greystone Financial Group
Michigan
$873K +$5.27K +92 +0.6%
PP
130
PDS Planning
Ohio
$864K +$229 +4 +0%
AWS
131
Atria Wealth Solutions
New York
$844K +$69.5K +1,212 +9%
AG
132
AmeriFlex Group
Nevada
$830K +$830K +14,196 New
MAM
133
Milestone Asset Management
Pennsylvania
$826K +$72K +1,256 +10%
MGIA
134
Moneta Group Investment Advisors
Missouri
$824K +$220K +3,843 +37%
Cerity Partners
135
Cerity Partners
New York
$800K +$109K +1,902 +16%
PCMC
136
Private Capital Management (Colorado)
Colorado
$787K +$88.2K +1,539 +13%
SWP
137
Summit Wealth Partners
Florida
$780K +$3.04K +53 +0.4%
Mariner
138
Mariner
Kansas
$775K +$20.2K +352 +3%
SFG
139
Stonebridge Financial Group
Pennsylvania
$773K +$773K +13,487 New
FW
140
Fidato Wealth
Ohio
$761K -$39K -681 -5%
WFS
141
Weitzel Financial Services
Iowa
$756K +$140K +2,438 +23%
SFG
142
Sage Financial Group
Pennsylvania
$751K -$46.7K -815 -6%
IFWM
143
Institute for Wealth Management
Colorado
$748K +$5.27K +92 +0.7%
ZIM
144
Zacks Investment Management
Illinois
$721K +$721K +12,585 New
TC
145
Trilogy Capital
California
$720K -$15.7K -274 -2%
CTC
146
Central Trust Company
Missouri
$718K -$6.65K -116 -0.9%
WP
147
Westmount Partners
California
$718K +$29.5K +515 +4%
AI
148
Atria Investments
North Carolina
$675K +$675K +11,784 New
SC
149
Scotia Capital
Ontario, Canada
$675K
NEPWA
150
New England Private Wealth Advisors
Massachusetts
$671K +$16.9K +295 +3%