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iShares Core 60/40 Balanced Allocation ETF

318 hedge funds and large institutions have $1.25B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+60
Holders Change %
+23.26%
% of All Funds
5.13%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
79
Increased
116
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$345K +$345K +7,231 New
HIA
177
Harbor Investment Advisory
Maryland
$343K +$3.16K +67 +0.9%
CPO
178
Cerity Partners OCIO
New York
$340K +$18K +382 +6%
TFS
179
TrustCore Financial Services
Tennessee
$337K +$22.5K +478 +7%
PFS
180
Prospera Financial Services
Texas
$337K +$47.2K +1,000 +16%
GC
181
Gould Capital
Washington
$333K +$50.9K +1,080 +18%
AIP
182
Ahrens Investment Partners
Louisiana
$331K -$14.1K -300 -4%
CCM
183
Canal Capital Management
Virginia
$329K +$24K +509 +8%
OGF
184
Orin Green Financial
California
$316K +$472 +10 +0.1%
F
185
F3Logic
Minnesota
$315K +$38.7K +820 +14%
GBS
186
Gallagher Benefit Services
Illinois
$315K +$315K +6,685 New
RFN
187
RDA Financial Network
Iowa
$306K +$306K +6,479 New
VA
188
Valmark Advisers
Ohio
$301K -$566 -12 -0.2%
HWP
189
Highline Wealth Partners
California
$298K +$298K +6,326 New
DC
190
Davenport & Co
Virginia
$295K +$295K +6,245 New
GWCM
191
Godshalk Welsh Capital Management
Pennsylvania
$294K -$6.51K -138 -2%
EH
192
Equitable Holdings
New York
$293K -$33.3K -706 -10%
SF
193
Summit Financial
New Jersey
$291K +$291K +6,172 New
FSG
194
Financial Strategies Group
Michigan
$284K +$284K +6,026 New
KOC
195
Koss-Olinger Consulting
Florida
$284K -$20K -423 -7%
FC
196
FCA Corp
Texas
$282K +$282K +5,974 New
CA
197
Cetera Advisors
Colorado
$280K -$23.2K -492 -8%
PSCM
198
Per Stirling Capital Management
Texas
$278K +$278K +5,886 New
BA
199
Bellwether Advisors
Nebraska
$275K +$16.7K +354 +6%
DP
200
Divergent Planning
Maryland
$272K -$57.2K -1,213 -17%