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iShares Core 60/40 Balanced Allocation ETF

293 hedge funds and large institutions have $589M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 136 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-25
Holders Change %
-7.86%
% of All Funds
4.69%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
34
Increased
67
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
201
Sovereign Financial Group
Connecticut
$233K
NCM
202
New Capital Management
Texas
$232K +$232K +4,632 New
CAWM
203
Capital Advisors Wealth Management
Washington
$229K +$3K +60 +1%
WC
204
Waterloo Capital
Texas
$224K +$224K +4,486 New
CF
205
Centaurus Financial
California
$222K -$499 -10 -0.2%
WWM
206
Wolff Wiese Magana
California
$222K -$6.55K -131 -3%
SF
207
Summit Financial
New Jersey
$221K -$87.8K -1,756 -28%
JCM
208
J2 Capital Management
Michigan
$219K -$18.7K -374 -8%
BOPW
209
Brandywine Oak Private Wealth
Pennsylvania
$215K -$6K -120 -3%
SCM
210
Stonehearth Capital Management
Massachusetts
$215K +$215K +4,294 New
CCWM
211
Cassaday & Co Wealth Management
Virginia
$214K
PWA
212
PCG Wealth Advisors
Kansas
$212K -$26.7K -534 -11%
TFA
213
Tobias Financial Advisors
Florida
$212K +$212K +4,232 New
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$212K +$154K +3,088 +271%
MFGP
215
Marshall Financial Group (Pennsylvania)
Pennsylvania
$211K -$28.4K -568 -12%
GFS
216
GYL Financial Synergies
Connecticut
$210K -$8.22M -164,310 -98%
NCM
217
Narwhal Capital Management
Georgia
$210K +$210K +4,200 New
WCFA
218
Walkner Condon Financial Advisors
Wisconsin
$207K +$207K +4,129 New
PWM
219
Perigon Wealth Management
California
$206K +$206K +4,125 New
ADL
220
Asset Dedication LLC
California
$206K
SM
221
Sensible Money
Arizona
$205K +$205K +4,100 New
WFS
222
Weitzel Financial Services
Iowa
$203K +$203K +4,050 New
CCFM
223
Clear Creek Financial Management
Washington
$203K -$12.7K -254 -6%
SS
224
Sunbelt Securities
Texas
$192K +$192K +3,874 New
NL
225
NVWM LLC
Pennsylvania
$168K -$4.6K -92 -3%