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iShares Core 60/40 Balanced Allocation ETF

318 hedge funds and large institutions have $1.25B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+60
Holders Change %
+23.26%
% of All Funds
5.13%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
79
Increased
116
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
151
Beacon Pointe Advisors
California
$451K -$29.4K -623 -6%
CFA
152
Camarda Financial Advisors
Florida
$448K +$33.4K +709 +8%
ZIMP
153
Zimmermann Investment Management & Planning
Pennsylvania
$448K -$12.9K -273 -3%
CC
154
Cypress Capital
Tennessee
$444K -$40.7K -864 -8%
GCM
155
Gallacher Capital Management
Colorado
$442K +$442K +9,380 New
NC
156
NewSquare Capital
Pennsylvania
$440K +$440K +9,321 New
SSC
157
Syverson Strege & Co
Iowa
$438K +$58.4K +1,238 +15%
RWP
158
RWA Wealth Partners
Massachusetts
$437K +$437K +8,896 New
AAS
159
Ameritas Advisory Services
Nebraska
$426K +$101K +2,134 +31%
BRM
160
Boston Research & Management
Massachusetts
$424K -$27.4K -582 -6%
JPMorgan Chase & Co
161
JPMorgan Chase & Co
New York
$420K +$1.32K +28 +0.3%
HSWM
162
Hubbell Strickland Wealth Management
Louisiana
$420K +$2.74K +58 +0.7%
GIA
163
Gladstone Institutional Advisory
Florida
$415K
HSA
164
HBK Sorce Advisory
Pennsylvania
$409K +$221K +205,000 +117%
JAWM
165
J. Arnold Wealth Management
Ohio
$408K +$408K +8,647 New
WWM
166
Western Wealth Management
Colorado
$407K -$461K -9,774 -53%
MWM
167
Mascoma Wealth Management
New Hampshire
$401K +$33.8K +717 +9%
SFWA
168
Summit Financial Wealth Advisors
Louisiana
$400K
RBFC
169
Roman Butler Fullerton & Co
Missouri
$400K -$45.6K -920 -10%
SL
170
Sentinus LLC
Illinois
$399K +$159K +3,361 +66%
CF
171
Corrigan Financial
Rhode Island
$383K -$13.9K -295 -4%
KWM
172
Kingsview Wealth Management
Oregon
$371K +$28.3K +601 +8%
AFP
173
Ausdal Financial Partners
Iowa
$361K -$3.07K -65 -0.8%
AWM
174
Avior Wealth Management
Nebraska
$352K -$1.75K -37 -0.5%
LWAC
175
Laurel Wealth Advisors (California)
California
$350K +$350K +7,426 New