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iShares Core 60/40 Balanced Allocation ETF

355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+14
Holders Change %
+4.11%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
152
Reduced
103
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
151
Heirloom Wealth Management
Colorado
$660K +$119K +2,082 +22%
CWM
152
Cahaba Wealth Management
Georgia
$657K -$94.9K -1,655 -13%
CF
153
Corrigan Financial
Rhode Island
$653K +$12.4K +217 +2%
BEI
154
Benjamin Edwards Inc
Missouri
$646K +$646K +11,264 New
TWP
155
Tempus Wealth Planning
California
$640K -$92.4K -1,612 -13%
MAWA
156
Moss Adams Wealth Advisors
Washington
$639K +$9.06K +158 +1%
TW
157
TrinityPoint Wealth
Connecticut
$630K -$516 -9 -0.1%
IWS
158
Integrity Wealth Solutions
Colorado
$618K -$3.04K -53 -0.5%
EWM
159
Executive Wealth Management
Michigan
$606K
WIA
160
World Investment Advisors
California
$594K +$83.4K +1,455 +16%
BFG
161
Buttonwood Financial Group
Missouri
$594K -$70K -1,197 -11%
PFS
162
Prospera Financial Services
Texas
$593K +$18.8K +328 +3%
ACS
163
Archford Capital Strategies
Illinois
$583K -$21.4K -374 -4%
GWCM
164
Godshalk Welsh Capital Management
Pennsylvania
$581K +$3.61K +63 +0.6%
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
$577K +$60.6K +1,057 +12%
CPCM
166
Cardinal Point Capital Management
Ontario, Canada
$571K
NWM
167
Napa Wealth Management
California
$557K -$183K -3,193 -25%
BC
168
Brio Consultants
California
$554K +$78.5K +1,369 +16%
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$553K +$219K +3,823 +66%
KWM
170
Kingsview Wealth Management
Oregon
$551K -$44.2K -771 -7%
BFA
171
Beacon Financial Advisory
Ohio
$545K +$14.7K +256 +3%
MCIA
172
Mountain Capital Investment Advisors
Colorado
$545K -$141K -2,436 -21%
JCM
173
Janney Capital Management
Pennsylvania
$538K +$538K +9,383 New
EAMA
174
EFG Asset Management (Americas)
Florida
$537K +$8.03K +140 +2%
AF
175
Advisornet Financial
Minnesota
$535K -$104K -1,817 -16%