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iShares Core 60/40 Balanced Allocation ETF

318 hedge funds and large institutions have $1.25B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 13 closing their positions.

Holders
318
Holders Change
+60
Holders Change %
+23.26%
% of All Funds
5.13%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
79
Increased
116
Reduced
85
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$322M 6,818,339 +5,676,161 +497%
RJA
2
Raymond James & Associates
Florida
$98.5M 2,089,605 +1,498,040 +253%
Bank of America
3
Bank of America
North Carolina
$85.8M 1,819,305 +525,157 +41%
BlackRock
4
BlackRock
New York
$73.3M 1,553,541 +15,023 +1%
Morgan Stanley
5
Morgan Stanley
New York
$49.8M 1,056,386 +651,690 +161%
AL
6
Aspiriant LLC
California
$30.1M 638,469 -1,104,893 -63%
Stifel Financial
7
Stifel Financial
Missouri
$27.3M 578,764 +438,160 +312%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$25.9M 548,747 +428,418 +356%
AT
9
Arden Trust
Delaware
$24.3M 514,670 +514,670 New
Franklin Resources
10
Franklin Resources
California
$24.1M 509,998 +509,998 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$22.2M 470,387 +140,610 +43%
Osaic Holdings
12
Osaic Holdings
Arizona
$21.2M 449,899 +216,078 +92%
RBA
13
Richard Bernstein Advisors
New York
$18.2M 386,801 +386,801 New
UBS Group
14
UBS Group
Switzerland
$18.1M 383,099 +212,461 +125%
WA
15
WestEnd Advisors
North Carolina
$16.9M 357,932 +193,533 +118%
SWPG
16
Strategic Wealth Partners Group
Illinois
$16.4M 348,757 -38,578 -10%
AssetMark Inc
17
AssetMark Inc
California
$15.8M 335,248 -2,224 -0.7%
LPL Financial
18
LPL Financial
California
$14.5M 307,757 +33,585 +12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14.1M 298,562 +83,050 +39%
BIA
20
Bell Investment Advisors
California
$10.8M 229,188 -215,098 -48%
Truist Financial
21
Truist Financial
North Carolina
$10.2M 217,014 +71,109 +49%
Brown Advisory
22
Brown Advisory
Maryland
$10.2M 215,686 +122,612 +132%
KAS
23
Kestra Advisory Services
Texas
$9.48M 201,107 +1,099 +0.5%
WA
24
Waverly Advisors
Alabama
$8.9M 188,816 +115,359 +157%
Ameriprise
25
Ameriprise
Minnesota
$8.67M 183,789 +142,810 +348%