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iShares Core 60/40 Balanced Allocation ETF

355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+14
Holders Change %
+4.11%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
152
Reduced
103
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
201
Sagespring Wealth Partners
Tennessee
$372K +$372K +6,498 New
VWM
202
Venturi Wealth Management
Texas
$371K -$26.8K -467 -7%
MBFW
203
Morton Brown Family Wealth
Pennsylvania
$371K -$360K -6,277 -49%
GC
204
Gould Capital
Washington
$370K -$860 -15 -0.2%
HIP
205
HUB Investment Partners
Texas
$366K +$366K +6,383 New
NAS
206
Nicolet Advisory Services
Wisconsin
$364K -$16.5K -291 -4%
EWA
207
Elevate Wealth Advisory
Georgia
$362K -$2.87K -50 -0.8%
PSCM
208
Per Stirling Capital Management
Texas
$360K +$16.8K +293 +5%
RFN
209
RDA Financial Network
Iowa
$358K -$9.74K -170 -3%
WIA
210
Wealthedge Investment Advisors
New York
$355K +$355K +6,189 New
HFS
211
Hantz Financial Services
Michigan
$353K +$339K +5,918 +2,456%
GVAG
212
Great Valley Advisor Group
Delaware
$353K +$13.8K +240 +4%
DC
213
Dorval Corp
Minnesota
$348K
CCM
214
Canal Capital Management
Virginia
$342K -$18.8K -328 -5%
DP
215
Divergent Planning
Maryland
$339K +$20.6K +363 +6%
VA
216
Valmark Advisers
Ohio
$337K -$6.76K -118 -2%
Lido Advisors
217
Lido Advisors
California
$335K -$13.1K -228 -4%
PJWM
218
Philip James Wealth Mangement
Georgia
$329K -$53.5K -934 -14%
GFM
219
GEN Financial Management
Minnesota
$326K +$326K +5,694 New
PAA
220
Peregrine Asset Advisers
Oregon
$322K
GCM
221
G2 Capital Management
Ohio
$320K
IAIM
222
International Assets Investment Management
Florida
$319K -$13.8M -241,214 -98%
W
223
Wealthquest
Ohio
$316K -$15.2K -265 -5%
OIA
224
OneDigital Investment Advisors
Kansas
$315K +$315K +5,503 New
CPA
225
Clear Point Advisors
New York
$303K -$6.13K -107 -2%