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iShares Core 60/40 Balanced Allocation ETF

326 hedge funds and large institutions have $749M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-13
Holders Change %
-3.83%
% of All Funds
4.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
110
Reduced
129
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SL
151
Sentinus LLC
Illinois
$550K +$550K +9,885 New
CFA
152
Camarda Financial Advisors
Florida
$546K -$10.9K -195 -2%
RWM
153
Reston Wealth Management
Virginia
$544K +$141K +2,532 +35%
RAG
154
RIA Advisory Group
Iowa
$536K -$327K -5,866 -38%
IWS
155
Integrity Wealth Solutions
Colorado
$535K -$167 -3 -0%
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$527K -$55.5K -997 -10%
GWCM
157
Godshalk Welsh Capital Management
Pennsylvania
$518K +$278 +5 +0.1%
EA
158
Eudaimonia Advisors
Tennessee
$515K +$77.8K +1,397 +18%
MAM
159
Milestone Asset Management
Pennsylvania
$513K +$201K +3,613 +64%
IFWM
160
Institute for Wealth Management
Colorado
$508K +$56.2K +1,010 +12%
HWM
161
Heirloom Wealth Management
Colorado
$505K +$612 +11 +0.1%
FWM
162
FFT Wealth Management
Pennsylvania
$498K
BRM
163
Boston Research & Management
Massachusetts
$491K
OGF
164
Orin Green Financial
California
$490K -$431K -8,100 Closed
GIA
165
Gladstone Institutional Advisory
Florida
$490K
ACA
166
Atlas Capital Advisors
Wyoming
$488K +$9.91K +178 +2%
NAS
167
Nicolet Advisory Services
Wisconsin
$483K -$10.8K -195 -2%
HSWM
168
Hubbell Strickland Wealth Management
Louisiana
$481K -$6.12K -110 -1%
GCM
169
Gallacher Capital Management
Colorado
$477K -$15.5K -279 -3%
MWM
170
Modera Wealth Management
New Jersey
$476K +$65.6K +1,179 +16%
EH
171
Equitable Holdings
New York
$476K +$69.4K +1,246 +17%
SFWA
172
Summit Financial Wealth Advisors
Louisiana
$472K
MML Investors Services
173
MML Investors Services
Massachusetts
$471K -$1.82M -32,723 -79%
NCM
174
New Capital Management
Texas
$447K +$10.1K +182 +2%
GFA
175
Gallagher Fiduciary Advisors
Illinois
$445K +$18.7K +336 +4%