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iShares Core 60/40 Balanced Allocation ETF

355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+14
Holders Change %
+4.11%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
152
Reduced
103
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
176
Camarda Financial Advisors
Florida
$525K -$20.6K -360 -4%
CIA
177
Concurrent Investment Advisors
Florida
$523K +$25.2K +439 +5%
MWM
178
Modera Wealth Management
New Jersey
$521K +$4.13K +72 +0.8%
NCM
179
New Capital Management
Texas
$513K -$10.8K -188 -2%
FWM
180
FFT Wealth Management
Pennsylvania
$513K
GIA
181
Gladstone Institutional Advisory
Florida
$504K
SFWA
182
Summit Financial Wealth Advisors
Louisiana
$493K
BRM
183
Boston Research & Management
Massachusetts
$484K -$10.8K -188 -2%
OFG
184
Oxford Financial Group
Indiana
$482K +$3.9K +68 +0.8%
NA
185
NewEdge Advisors
Louisiana
$481K -$10.5K -184 -2%
TSWM
186
Tyler-Stone Wealth Management
Ohio
$471K -$9.06K -158 -2%
SA
187
Strategic Advocates
Utah
$469K +$47.7K +833 +11%
MFG
188
Merit Financial Group
Georgia
$468K +$468K +8,160 New
MLFP
189
MPS Loria Financial Planners
Illinois
$459K +$146K +2,545 +47%
OGF
190
Orin Green Financial
California
$452K -$444K -7,502 Closed
MAV
191
Mason & Associates (Virginia)
Virginia
$451K -$1.15K -20 -0.3%
FFG
192
Fiduciary Financial Group
California
$442K +$14.2K +251 +3%
SS
193
Sunbelt Securities
Texas
$433K -$80.2K -1,399 -16%
HSWM
194
Hubbell Strickland Wealth Management
Louisiana
$430K -$63.9K -1,114 -13%
BSWM
195
Boston Standard Wealth Management
Massachusetts
$416K +$28.2K +491 +7%
NL
196
NVWM LLC
Pennsylvania
$402K +$41.5K +724 +12%
CPG
197
Cornerstone Planning Group
New Jersey
$398K +$6.88K +118 +2%
HIA
198
Harbor Investment Advisory
Maryland
$384K +$7.05K +123 +2%
CF
199
Centaurus Financial
California
$377K -$12.6K -220 -3%
SFG
200
Somnio Financial Group
Connecticut
$375K +$85.2K +1,486 +29%