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iShares Core 60/40 Balanced Allocation ETF

258 hedge funds and large institutions have $689M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-14
Holders Change %
-5.15%
% of All Funds
4.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
24
Increased
100
Reduced
87
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
151
Canal Capital Management
Virginia
$290K -$61K -1,363 -17%
KOC
152
Koss-Olinger Consulting
Florida
$288K -$89 -2 -0%
CA
153
Cetera Advisors
Colorado
$288K +$7.03K +157 +3%
VA
154
Valmark Advisers
Ohio
$286K
SG
155
StoneX Group
New York
$286K -$175K -3,916 -38%
GWCM
156
Godshalk Welsh Capital Management
Pennsylvania
$285K +$28.8K +643 +11%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$280K +$16.1K +360 +6%
PFS
158
Prospera Financial Services
Texas
$275K +$275K +6,150 New
GC
159
Gould Capital
Washington
$268K +$2.24K +50 +0.8%
F
160
F3Logic
Minnesota
$262K +$36.4K +814 +16%
VHAM
161
Van Hulzen Asset Management
California
$255K +$8.46K +189 +3%
AWA
162
Archvest Wealth Advisors
California
$251K -$6.67K -149 -3%
IWM
163
IHT Wealth Management
Illinois
$248K +$248K +5,537 New
BA
164
Bellwether Advisors
Nebraska
$245K +$22.7K +509 +10%
HWM
165
Howard Wealth Management
Connecticut
$244K +$244K +5,462 New
Fidelity Investments
166
Fidelity Investments
Massachusetts
$242K
CFG
167
CKW Financial Group
Hawaii
$240K +$6.48K +145 +3%
BSWM
168
Boston Standard Wealth Management
Massachusetts
$239K +$2.59K +58 +1%
SL
169
Sentinus LLC
Illinois
$236K +$236K +5,098 New
RIL
170
Rothschild Investment LLC
Illinois
$224K
CRC
171
Curi RMB Capital
Illinois
$224K
OAM
172
Occidental Asset Management
California
$224K
Mariner
173
Mariner
Kansas
$221K +$221K +4,930 New
HPC
174
HM Payson & Co
Maine
$220K
CIAS
175
Capital Investment Advisory Services
North Carolina
$216K -$1.25K -28 -0.6%