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iShares Core 60/40 Balanced Allocation ETF

326 hedge funds and large institutions have $749M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-13
Holders Change %
-3.83%
% of All Funds
4.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
110
Reduced
129
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
176
Napa Wealth Management
California
$444K -$2M -35,950 -82%
ZIMP
177
Zimmermann Investment Management & Planning
Pennsylvania
$434K -$94.9K -1,704 -18%
SSC
178
Syverson Strege & Co
Iowa
$418K +$40.5K +727 +11%
CA
179
Cetera Advisors
Colorado
$410K -$1.56M -27,941 -79%
WWM
180
Western Wealth Management
Colorado
$409K
GC
181
Gould Capital
Washington
$401K -$5.85K -105 -1%
HIP
182
HUB Investment Partners
Texas
$394K +$394K +7,074 New
CC
183
Cypress Capital
Tennessee
$389K -$29.1K -522 -7%
BSWM
184
Boston Standard Wealth Management
Massachusetts
$389K +$76K +1,364 +24%
EA
185
Efficient Advisors
Ohio
$387K +$5.46K +98 +1%
WFS
186
Weitzel Financial Services
Iowa
$386K +$52.7K +952 +16%
RBFC
187
Roman Butler Fullerton & Co
Missouri
$386K
W
188
Wealthquest
Ohio
$381K -$35.1K -630 -8%
AWS
189
Atria Wealth Solutions
New York
$379K +$6.24K +112 +2%
CF
190
Centaurus Financial
California
$379K +$22.6K +405 +6%
PJWM
191
Philip James Wealth Mangement
Georgia
$378K -$41.2K -740 -10%
SA
192
Strategic Advocates
Utah
$377K -$10.6K -191 -3%
RFN
193
RDA Financial Network
Iowa
$377K +$56 +1 +0%
GCM
194
G2 Capital Management
Ohio
$368K
VWM
195
Venturi Wealth Management
Texas
$367K -$22.1K -397 -6%
HIA
196
Harbor Investment Advisory
Maryland
$362K -$3.4K -61 -0.9%
CCM
197
Canal Capital Management
Virginia
$361K -$612 -11 -0.2%
EWA
198
Elevate Wealth Advisory
Georgia
$357K +$891 +16 +0.2%
CAL
199
Capital Analysts LLC
Pennsylvania
$355K +$6.29K +113 +2%
Comerica Bank
200
Comerica Bank
Texas
$354K -$644K -11,573 -65%