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iShares Core 60/40 Balanced Allocation ETF

258 hedge funds and large institutions have $689M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 36 closing their positions.

Holders
258
Holders Change
-14
Holders Change %
-5.15%
% of All Funds
4.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
24
Increased
100
Reduced
87
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AL
1
Aspiriant LLC
California
$78.1M +$17.7M +394,690 +29%
BlackRock
2
BlackRock
New York
$68.9M -$121K -2,708 -0.2%
Bank of America
3
Bank of America
North Carolina
$58M -$2.42M -54,044 -4%
HHGA
4
Halbert Hargrove Global Advisors
California
$52.5M +$2.13M +47,455 +4%
Wells Fargo
5
Wells Fargo
California
$51.1M +$1.68M +37,466 +3%
RJA
6
Raymond James & Associates
Florida
$26.5M +$8.54M +190,642 +48%
BIA
7
Bell Investment Advisors
California
$19.9M -$2.09M -46,643 -10%
Morgan Stanley
8
Morgan Stanley
New York
$18.1M +$1.25M +27,968 +7%
SWPG
9
Strategic Wealth Partners Group
Illinois
$17.3M -$1.8M -40,303 -9%
AssetMark Inc
10
AssetMark Inc
California
$15.1M -$2.03M -45,352 -12%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.8M +$5.28M +117,955 +56%
LPL Financial
12
LPL Financial
California
$12.3M -$839K -18,735 -6%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.5M +$2.06M +46,026 +25%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.65M -$2.4M -53,684 -20%
KAS
15
Kestra Advisory Services
Texas
$8.96M -$11.6K -259 -0.1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.45M -$518K -11,559 -6%
UBS Group
17
UBS Group
Switzerland
$7.64M +$805K +17,967 +12%
WA
18
WestEnd Advisors
North Carolina
$7.36M -$6.92M -154,590 -48%
CWA
19
Consilium Wealth Advisory
Texas
$6.88M +$5.12M +114,257 +290%
Truist Financial
20
Truist Financial
North Carolina
$6.53M +$3.07M +68,580 +89%
Stifel Financial
21
Stifel Financial
Missouri
$6.3M -$2.98M -66,456 -32%
APA
22
American Portfolios Advisors
New York
$6.21M +$30.3K +677 +0.5%
ACP
23
Aveo Capital Partners
Colorado
$6.11M -$47.2K -1,055 -0.8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$5.44M -$357K -7,973 -6%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.39M -$7.6M -169,721 -59%