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iShares Core 60/40 Balanced Allocation ETF

318 hedge funds and large institutions have $1.25B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+60
Holders Change %
+23.26%
% of All Funds
5.13%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
79
Increased
116
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$266K -$28.8K -610 -10%
IAIM
202
International Assets Investment Management
Florida
$263K +$263K +5,581 New
IWM
203
IHT Wealth Management
Illinois
$261K
CFG
204
CKW Financial Group
Hawaii
$259K +$5.66K +120 +2%
KPWS
205
Kestra Private Wealth Services
Texas
$259K +$259K +5,487 New
HWM
206
Howard Wealth Management
Connecticut
$253K -$4.48K -95 -2%
NEPWA
207
New England Private Wealth Advisors
Massachusetts
$253K +$253K +5,365 New
BSWM
208
Boston Standard Wealth Management
Massachusetts
$250K -$2.36K -50 -0.9%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$248K -$6.98K -148 -3%
VHAM
210
Van Hulzen Asset Management
California
$245K -$23.8K -504 -9%
Mariner
211
Mariner
Kansas
$243K +$10.7K +227 +5%
SAM
212
Strategy Asset Managers
California
$241K +$241K +5,120 New
CWP
213
Corepath Wealth Partners
Arizona
$241K +$9.71K +200 +4%
HWM
214
Heirloom Wealth Management
Colorado
$239K +$239K +5,061 New
RIL
215
Rothschild Investment LLC
Illinois
$236K
CRC
216
Curi RMB Capital
Illinois
$236K
VWM
217
Venturi Wealth Management
Texas
$235K +$235K +4,984 New
SFM
218
Signet Financial Management
New Jersey
$234K +$234K +4,966 New
HPC
219
HM Payson & Co
Maine
$232K
OAM
220
Occidental Asset Management
California
$232K -$3.58K -76 -2%
CCA
221
Cora Capital Advisors
New Jersey
$230K +$230K +4,886 New
RCAG
222
Rehmann Capital Advisory Group
Michigan
$229K +$229K +4,864 New
TSWM
223
Tyler-Stone Wealth Management
Ohio
$229K +$158K +3,352 +223%
IF
224
Intrua Financial
Texas
$228K
CIAS
225
Capital Investment Advisory Services
North Carolina
$228K