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iShares Core 60/40 Balanced Allocation ETF

339 hedge funds and large institutions have $995M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+41
Holders Change %
+13.76%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
55
Increased
129
Reduced
103
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
151
Lido Advisors
California
$524K -$113K -2,119 -18%
Cerity Partners
152
Cerity Partners
New York
$524K -$26.8K -504 -5%
BFA
153
Beacon Financial Advisory
Ohio
$519K +$10.4K +195 +2%
IWS
154
Integrity Wealth Solutions
Colorado
$511K +$511K +9,606 New
ZIMP
155
Zimmermann Investment Management & Planning
Pennsylvania
$505K -$69.4K -1,305 -12%
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$504K -$156K -2,936 -24%
EMAM
157
Encompass More Asset Management
California
$500K +$500K +9,404 New
GWCM
158
Godshalk Welsh Capital Management
Pennsylvania
$494K -$7.61K -143 -2%
EAMA
159
EFG Asset Management (Americas)
Florida
$486K +$6.92K +130 +1%
HWM
160
Heirloom Wealth Management
Colorado
$482K +$34.2K +643 +8%
HFS
161
Hantz Financial Services
Michigan
$476K +$476K +8,952 New
FWM
162
FFT Wealth Management
Pennsylvania
$476K
GCM
163
Gallacher Capital Management
Colorado
$470K +$91.9K +1,728 +24%
NAS
164
Nicolet Advisory Services
Wisconsin
$469K -$245K -4,666 -34%
BRM
165
Boston Research & Management
Massachusetts
$469K +$159 +3 +0%
GIA
166
Gladstone Institutional Advisory
Florida
$468K
HSWM
167
Hubbell Strickland Wealth Management
Louisiana
$466K +$4.2K +79 +0.9%
BJL
168
Brighton Jones LLC
Washington
$459K +$233K +4,376 +103%
ACA
169
Atlas Capital Advisors
Wyoming
$457K
SFWA
170
Summit Financial Wealth Advisors
Louisiana
$451K
TSS
171
Two Sigma Securities
New York
$438K +$438K +8,229 New
IFWM
172
Institute for Wealth Management
Colorado
$432K +$432K +8,123 New
OGF
173
Orin Green Financial
California
$431K +$45.8K +861 +12%
ZIM
174
Zacks Investment Management
Illinois
$427K +$427K +8,032 New
KIG
175
Kowal Investment Group
Wisconsin
$427K +$427K +8,032 New