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iShares Core 60/40 Balanced Allocation ETF

298 hedge funds and large institutions have $613M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 20 closing their positions.

Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
119
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GCM
176
G2 Capital Management
Ohio
$326K 6,607 -2,106 -24%
CF
177
Centaurus Financial
California
$319K 6,452 +2,380 +58%
NA
178
NewEdge Advisors
Louisiana
$315K 6,373 -276 -4%
RFN
179
RDA Financial Network
Iowa
$314K 6,361 -99 -2%
MWM
180
Mascoma Wealth Management
New Hampshire
$313K 6,329 -73 -1%
Renaissance Technologies
181
Renaissance Technologies
New York
$311K 6,300 -26,000 -80%
GFA
182
Gallagher Fiduciary Advisors
Illinois
$309K 6,264 -44 -0.7%
AFG
183
AFS Financial Group
Maryland
$303K 6,141 +2,247 +58%
RWM
184
Reston Wealth Management
Virginia
$303K 6,125 -4,645 -43%
VWM
185
Venturi Wealth Management
Texas
$301K 6,088 +19 +0.3%
PAA
186
Peregrine Asset Advisers
Oregon
$295K 5,973 +5,973 New
KOC
187
Koss-Olinger Consulting
Florida
$295K 5,971
FC
188
FCA Corp
Texas
$295K 5,969 -4 -0.1%
SG
189
StoneX Group
New York
$294K 5,942 +202 +4%
DP
190
Divergent Planning
Maryland
$293K 5,965 +46 +0.8%
CWP
191
Corepath Wealth Partners
Arizona
$285K 5,787 +799 +16%
HWM
192
Howard Wealth Management
Connecticut
$281K 5,689 +124 +2%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$278K 5,627 +115 +2%
BSWM
194
Boston Standard Wealth Management
Massachusetts
$277K 5,616 +114 +2%
LWMNY
195
Landmark Wealth Management (New York)
New York
$275K 5,559 +5,559 New
CFG
196
CKW Financial Group
Hawaii
$272K 5,506 +98 +2%
MWM
197
Modera Wealth Management
New Jersey
$259K 5,238 +63 +1%
AF
198
Affiance Financial
Minnesota
$258K 5,214 -1,610 -24%
DADC
199
D.A. Davidson & Co
Montana
$253K 5,121 +5,121 New
CAM
200
Carret Asset Management
New York
$248K 5,022