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iShares Core 60/40 Balanced Allocation ETF

258 hedge funds and large institutions have $689M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-14
Holders Change %
-5.15%
% of All Funds
4.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
24
Increased
100
Reduced
87
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
176
Jacobsen Capital Management
Utah
$214K -$13.7K -305 -6%
CWP
177
Corepath Wealth Partners
Arizona
$214K +$15.5K +345 +8%
JCM
178
J2 Capital Management
Michigan
$213K -$78.6K -1,752 -27%
MFGP
179
Marshall Financial Group (Pennsylvania)
Pennsylvania
$213K +$213K +4,750 New
MPPLM
180
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$211K -$18.2K -407 -8%
T
181
TCWP
Ohio
$211K +$211K +4,726 New
CF
182
Centaurus Financial
California
$210K -$8.63K -193 -4%
SFG
183
Sovereign Financial Group
Connecticut
$209K +$90 +2 +0%
IF
184
Intrua Financial
Texas
$208K
WA
185
WBH Advisory
Maryland
$207K -$468K -10,444 -69%
JWBC
186
John W. Brooker & Co
California
$207K +$100K +2,233 +94%
CAWM
187
Capital Advisors Wealth Management
Washington
$201K +$5.01K +112 +3%
WWM
188
Wolff Wiese Magana
California
$198K +$52.5K +1,173 +36%
ADL
189
Asset Dedication LLC
California
$183K +$183K +4,100 New
HSA
190
HBK Sorce Advisory
Pennsylvania
$181K +$181K +175,000 New
CL
191
COWA LLC
Oklahoma
$159K +$159K +3,540 New
IA
192
IFP Advisors
Florida
$157K +$55K +1,418 +54%
NL
193
NVWM LLC
Pennsylvania
$151K +$7.33K +163 +5%
JFA
194
JNBA Financial Advisors
Minnesota
$150K +$2.1K +47 +1%
TF
195
TimeScale Financial
Massachusetts
$148K +$59.5K +1,330 +67%
SAM
196
Strategic Asset Management
Minnesota
$143K
BAM
197
Belpointe Asset Management
Nevada
$135K +$11.6K +261 +9%
PA
198
Parallel Advisors
California
$129K
CWM
199
CarsonAllaria Wealth Management
Illinois
$112K +$806 +18 +0.7%
RIA
200
Realta Investment Advisors
Delaware
$98K +$98K +2,185 New