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iShares Core 60/40 Balanced Allocation ETF

293 hedge funds and large institutions have $589M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 136 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-25
Holders Change %
-7.86%
% of All Funds
4.69%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
34
Increased
67
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FC
176
FCA Corp
Texas
$299K -$50 -1 -0%
DP
177
Divergent Planning
Maryland
$296K +$8.31K +166 +3%
GFA
178
Gallagher Fiduciary Advisors
Illinois
$296K +$296K +5,916 New
PSCM
179
Per Stirling Capital Management
Texas
$292K -$2.35K -47 -0.8%
VHAM
180
Van Hulzen Asset Management
California
$283K +$23.3K +466 +9%
Mariner
181
Mariner
Kansas
$282K +$24.4K +488 +9%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$278K -$5K -100 -2%
CA
183
Cetera Advisors
Colorado
$273K -$24.4K -487 -8%
HWM
184
Howard Wealth Management
Connecticut
$271K +$2.15K +43 +0.8%
VWM
185
Venturi Wealth Management
Texas
$271K +$21.3K +425 +9%
EH
186
Equitable Holdings
New York
$270K -$40.8K -816 -13%
NEPWA
187
New England Private Wealth Advisors
Massachusetts
$268K
DC
188
Davenport & Co
Virginia
$266K -$46.7K -934 -15%
CFG
189
CKW Financial Group
Hawaii
$265K -$9.5K -190 -3%
BSWM
190
Boston Standard Wealth Management
Massachusetts
$264K -$1.2K -24 -0.5%
LWMNY
191
Landmark Wealth Management (New York)
New York
$261K +$261K +5,209 New
AIP
192
Ahrens Investment Partners
Louisiana
$254K -$96.6K -1,930 -28%
RIL
193
Rothschild Investment LLC
Illinois
$250K
SFM
194
Signet Financial Management
New Jersey
$248K -$550 -11 -0.2%
OAM
195
Occidental Asset Management
California
$246K
CCA
196
Cora Capital Advisors
New Jersey
$246K +$1.65K +33 +0.7%
HPC
197
HM Payson & Co
Maine
$243K -$3.35K -67 -1%
CIAS
198
Capital Investment Advisory Services
North Carolina
$241K -$951 -19 -0.4%
CWP
199
Corepath Wealth Partners
Arizona
$235K -$13.8K -274 -6%
BJL
200
Brighton Jones LLC
Washington
$235K +$235K +4,699 New