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iShares Core 60/40 Balanced Allocation ETF

298 hedge funds and large institutions have $613M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 20 closing their positions.

Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
119
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VHAM
201
Van Hulzen Asset Management
California
$247K 4,989 -736 -13%
RIL
202
Rothschild Investment LLC
Illinois
$247K 5,000
SFM
203
Signet Financial Management
New Jersey
$246K 4,974 +25 +0.5%
WFS
204
Weitzel Financial Services
Iowa
$241K 4,963 +563 +13%
HPC
205
HM Payson & Co
Maine
$240K 4,855
MAM
206
Milestone Asset Management
Pennsylvania
$235K 4,782 +4,782 New
CIAS
207
Capital Investment Advisory Services
North Carolina
$235K 4,749
PSCM
208
Per Stirling Capital Management
Texas
$234K 4,738 -1,142 -19%
Mariner
209
Mariner
Kansas
$234K 4,731 +164 +4%
CAWM
210
Capital Advisors Wealth Management
Washington
$231K 4,666 +48 +1%
Citadel Advisors
211
Citadel Advisors
Florida
$231K 4,666 -5,858 -56%
SFG
212
Sovereign Financial Group
Connecticut
$230K 4,658
RIM
213
Redwood Investment Management
Arizona
$228K 4,606 +4,606 New
CCFM
214
Clear Creek Financial Management
Washington
$224K 4,531 +138 +3%
CPG
215
Cornerstone Planning Group
New Jersey
$220K 4,444 +598 +16%
MAWA
216
Moss Adams Wealth Advisors
Washington
$219K 4,424 +4,424 New
CCA
217
Cora Capital Advisors
New Jersey
$216K 4,371 +8 +0.2%
CCWM
218
Cassaday & Co Wealth Management
Virginia
$212K 4,296 +13 +0.3%
FIA
219
Foundations Investment Advisors
Arizona
$210K 4,259 +4,259 New
BJL
220
Brighton Jones LLC
Washington
$210K 4,249 -85 -2%
TSWM
221
Tyler-Stone Wealth Management
Ohio
$209K 4,227
NCM
222
Narwhal Capital Management
Georgia
$208K 4,200
Comerica Bank
223
Comerica Bank
Texas
$204K 4,139 +4,139 New
SM
224
Sensible Money
Arizona
$203K 4,100
MFGP
225
Marshall Financial Group (Pennsylvania)
Pennsylvania
$202K 4,080 -116 -3%