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iShares Core 60/40 Balanced Allocation ETF

258 hedge funds and large institutions have $689M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-14
Holders Change %
-5.15%
% of All Funds
4.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
24
Increased
100
Reduced
87
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPP
201
Life Planning Partners
Florida
$86.5K
CFGS
202
Concourse Financial Group Securities
Alabama
$83K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$76K -$124K -2,781 -62%
CAL
204
Capital Analysts LLC
Pennsylvania
$70K +$492 +11 +0.7%
TSWM
205
Tyler-Stone Wealth Management
Ohio
$67K
SOS
206
Silver Oak Securities
Tennessee
$62.4K +$62.4K +1,263 New
CWC
207
Carolinas Wealth Consulting
North Carolina
$62K +$2.18K +49 +4%
SWM
208
Spire Wealth Management
Virginia
$61K -$19.2K -431 -24%
SWA
209
SOA Wealth Advisors
New York
$58K +$264 +6 +0.5%
BHWM
210
Bay Harbor Wealth Management
Maryland
$46K
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$44K -$185K -4,175 -81%
AAP
212
Arax Advisory Partners
Colorado
$43K -$4.63K -104 -10%
AWM
213
AllSquare Wealth Management
New York
$42K
AA
214
Ancora Advisors
Ohio
$41K
OC
215
Oakworth Capital
Alabama
$38K
SWM
216
Sugarloaf Wealth Management
Georgia
$36K +$2.76K +60 +8%
APC
217
Aspire Private Capital
North Carolina
$35K +$3.64K +81 +12%
RCM
218
Rain Capital Management
Oregon
$33K +$266 +6 +0.8%
GWM
219
Geneos Wealth Management
Colorado
$32K -$477K -10,723 -94%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$30K
FA
221
Financial Advantage
Maryland
$29K
HWMA
222
Heritage Wealth Management (Arizona)
Arizona
$26K
TFGT
223
TS Financial Group (TSFG)
Illinois
$25K -$13.4K -300 -35%
MIM
224
Macroview Investment Management
Maryland
$25K
EWM
225
Evermay Wealth Management
Virginia
$23K