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iShares Core 60/40 Balanced Allocation ETF

293 hedge funds and large institutions have $589M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 136 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-25
Holders Change %
-7.86%
% of All Funds
4.69%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
34
Increased
67
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFWA
151
Summit Financial Wealth Advisors
Louisiana
$424K
FWM
152
FFT Wealth Management
Pennsylvania
$419K +$419K +8,377 New
EA
153
Efficient Advisors
Ohio
$408K -$92.9K -1,857 -19%
RBFC
154
Roman Butler Fullerton & Co
Missouri
$401K
MWM
155
Mascoma Wealth Management
New Hampshire
$397K -$31.2K -619 -7%
GC
156
Gould Capital
Washington
$396K +$42.6K +852 +12%
CC
157
Cypress Capital
Tennessee
$382K -$90K -1,798 -19%
AWM
158
Avior Wealth Management
Nebraska
$374K
CWM
159
C2C Wealth Management
Arizona
$373K +$373K +7,475 New
AFP
160
Ausdal Financial Partners
Iowa
$370K -$13.1K -262 -3%
AAS
161
Ameritas Advisory Services
Nebraska
$360K -$91.9K -1,837 -20%
AF
162
Affiance Financial
Minnesota
$359K -$7.36M -147,192 -95%
PFS
163
Prospera Financial Services
Texas
$358K
CCM
164
Canal Capital Management
Virginia
$347K -$2.65K -53 -0.8%
MFS
165
Madrona Financial Services
Washington
$346K -$219K -4,385 -39%
OGF
166
Orin Green Financial
California
$346K +$10.3K +206 +3%
GWCM
167
Godshalk Welsh Capital Management
Pennsylvania
$344K +$32.4K +648 +10%
VA
168
Valmark Advisers
Ohio
$337K +$18K +359 +6%
DADC
169
D.A. Davidson & Co
Montana
$334K -$159K -3,187 -32%
HIA
170
Harbor Investment Advisory
Maryland
$330K -$34.2K -684 -9%
CAM
171
Carret Asset Management
New York
$326K +$326K +6,522 New
RFN
172
RDA Financial Network
Iowa
$323K -$1K -20 -0.3%
PWP
173
Principle Wealth Partners
Connecticut
$314K +$314K +6,274 New
KOC
174
Koss-Olinger Consulting
Florida
$301K
FSG
175
Financial Strategies Group
Michigan
$300K -$1.05K -21 -0.3%