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iShares Core 60/40 Balanced Allocation ETF

339 hedge funds and large institutions have $995M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+41
Holders Change %
+13.76%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
55
Increased
129
Reduced
103
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SG
201
StoneX Group
New York
$341K +$25.2K +474 +8%
EWA
202
Elevate Wealth Advisory
Georgia
$341K +$341K +6,402 New
CF
203
Centaurus Financial
California
$340K -$3.03K -57 -0.9%
CAL
204
Capital Analysts LLC
Pennsylvania
$333K +$243K +4,577 +271%
AWM
205
Avior Wealth Management
Nebraska
$333K -$65.4K -1,230 -16%
MWM
206
Mascoma Wealth Management
New Hampshire
$330K -$6.49K -122 -2%
BPA
207
Beacon Pointe Advisors
California
$330K -$96.6K -1,816 -23%
WFS
208
Weitzel Financial Services
Iowa
$318K +$55.9K +1,057 +21%
KOC
209
Koss-Olinger Consulting
Florida
$318K
KeyBank National Association
210
KeyBank National Association
Ohio
$309K +$309K +5,800 New
VHAM
211
Van Hulzen Asset Management
California
$304K +$38.9K +732 +15%
CWP
212
Corepath Wealth Partners
Arizona
$303K
DP
213
Divergent Planning
Maryland
$299K -$16.4K -310 -5%
PAA
214
Peregrine Asset Advisers
Oregon
$299K -$19.1K -360 -6%
MAM
215
Milestone Asset Management
Pennsylvania
$298K +$43.8K +823 +17%
CFG
216
CKW Financial Group
Hawaii
$297K +$4.57K +86 +2%
LWMNY
217
Landmark Wealth Management (New York)
New York
$295K -$852 -16 -0.3%
CSPIA
218
Cary Street Partners Investment Advisory
Virginia
$285K +$285K +5,360 New
EWMCB
219
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$283K -$541K -10,169 -66%
MAWA
220
Moss Adams Wealth Advisors
Washington
$281K +$45.3K +852 +19%
HWM
221
Howard Wealth Management
Connecticut
$279K -$23.6K -444 -8%
AF
222
Affiance Financial
Minnesota
$278K +$585 +11 +0.2%
BSWM
223
Boston Standard Wealth Management
Massachusetts
$277K
CPG
224
Cornerstone Planning Group
New Jersey
$276K +$39.7K +747 +17%
NL
225
NVWM LLC
Pennsylvania
$276K +$76.8K +1,443 +39%