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iShares Core 60/40 Balanced Allocation ETF

339 hedge funds and large institutions have $995M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+41
Holders Change %
+13.76%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
55
Increased
129
Reduced
103
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EA
176
Eudaimonia Advisors
Tennessee
$418K
NCM
177
New Capital Management
Texas
$418K +$21.8K +409 +5%
NEPWA
178
New England Private Wealth Advisors
Massachusetts
$417K -$179K -3,363 -30%
GFA
179
Gallagher Fiduciary Advisors
Illinois
$407K +$74.1K +1,394 +22%
SPC
180
Sigma Planning Corp
Michigan
$404K +$404K +7,597 New
CWM
181
C2C Wealth Management
Arizona
$404K +$5.33K +100 +1%
PJWM
182
Philip James Wealth Mangement
Georgia
$400K +$400K +7,526 New
CC
183
Cypress Capital
Tennessee
$400K
W
184
Wealthquest
Ohio
$398K -$131K -2,464 -25%
MWM
185
Modera Wealth Management
New Jersey
$392K +$113K +2,126 +41%
WWM
186
Western Wealth Management
Colorado
$391K +$1.6K +30 +0.4%
GC
187
Gould Capital
Washington
$389K -$32K -601 -8%
EH
188
Equitable Holdings
New York
$388K +$29.9K +563 +8%
RWM
189
Reston Wealth Management
Virginia
$385K +$59.7K +1,122 +18%
RBFC
190
Roman Butler Fullerton & Co
Missouri
$383K -$46.8K -880 -11%
BWG
191
Balanced Wealth Group
Ohio
$374K +$374K +7,027 New
VWM
192
Venturi Wealth Management
Texas
$372K +$48.2K +906 +15%
SA
193
Strategic Advocates
Utah
$370K -$55.4K -1,041 -13%
EA
194
Efficient Advisors
Ohio
$365K -$65.6K -1,234 -15%
SSC
195
Syverson Strege & Co
Iowa
$361K -$145K -2,719 -29%
RFN
196
RDA Financial Network
Iowa
$360K +$21.3K +401 +6%
AWS
197
Atria Wealth Solutions
New York
$356K +$3.99K +75 +1%
GCM
198
G2 Capital Management
Ohio
$351K
HIA
199
Harbor Investment Advisory
Maryland
$349K -$4.26K -80 -1%
CCM
200
Canal Capital Management
Virginia
$345K -$34.4K -647 -9%