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iShares Core 60/40 Balanced Allocation ETF

298 hedge funds and large institutions have $613M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 20 closing their positions.

Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
119
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BRM
151
Boston Research & Management
Massachusetts
$435K 8,824 +5 +0.1%
GIA
152
Gladstone Institutional Advisory
Florida
$434K 8,793
HSWM
153
Hubbell Strickland Wealth Management
Louisiana
$429K 8,679 +12 +0.1%
ACA
154
Atlas Capital Advisors
Wyoming
$424K 8,583 +1,697 +25%
SFWA
155
Summit Financial Wealth Advisors
Louisiana
$421K 8,480
HWM
156
Heirloom Wealth Management
Colorado
$416K 8,422 -1,167 -12%
EA
157
Efficient Advisors
Ohio
$400K 8,093 +103 +1%
RBFC
158
Roman Butler Fullerton & Co
Missouri
$397K 8,070
BPA
159
Beacon Pointe Advisors
California
$396K 8,019 -679 -8%
SA
160
Strategic Advocates
Utah
$396K 8,006 +8,006 New
GC
161
Gould Capital
Washington
$389K 7,917
EA
162
Eudaimonia Advisors
Tennessee
$388K 7,855 +7,855 New
Envestnet Portfolio Solutions
163
Envestnet Portfolio Solutions
Illinois
$384K 7,780 +7,780 New
CC
164
Cypress Capital
Tennessee
$371K 7,515 -112 -1%
AWM
165
Avior Wealth Management
Nebraska
$370K 7,488 +10 +0.1%
NCM
166
New Capital Management
Texas
$368K 7,442 +7,442 New
CWM
167
C2C Wealth Management
Arizona
$366K 7,475
WWM
168
Western Wealth Management
Colorado
$362K 7,323
OGF
169
Orin Green Financial
California
$358K 7,239 +54 +0.8%
AFP
170
Ausdal Financial Partners
Iowa
$353K 7,149 -320 -4%
CCM
171
Canal Capital Management
Virginia
$353K 7,141 +325 +5%
GCM
172
Gallacher Capital Management
Colorado
$351K 7,112 -2,202 -24%
EH
173
Equitable Holdings
New York
$333K 6,733 +1,548 +30%
HIA
174
Harbor Investment Advisory
Maryland
$328K 6,646 -16 -0.2%
AWS
175
Atria Wealth Solutions
New York
$327K 6,622 -6,497 -50%