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iShares Core 60/40 Balanced Allocation ETF

293 hedge funds and large institutions have $589M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 136 reducing their positions, and 46 closing their positions.

Holders
293
Holders Change
-25
Holders Change %
-7.86%
% of All Funds
4.69%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
34
Increased
67
Reduced
136
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$76.7M 1,532,944 -20,597 -1%
Bank of America
2
Bank of America
North Carolina
$68.4M 1,366,483 -452,822 -25%
Wells Fargo
3
Wells Fargo
California
$31.8M 634,713 -6,183,626 -91%
AL
4
Aspiriant LLC
California
$23.6M 471,466 -167,003 -26%
AssetMark Inc
5
AssetMark Inc
California
$17.3M 345,016 +9,768 +3%
SWPG
6
Strategic Wealth Partners Group
Illinois
$16.9M 338,553 -10,204 -3%
Morgan Stanley
7
Morgan Stanley
New York
$16.7M 334,725 -721,661 -68%
Osaic Holdings
8
Osaic Holdings
Arizona
$15.6M 312,486 -137,413 -31%
LPL Financial
9
LPL Financial
California
$13.6M 271,470 -36,287 -12%
BIA
10
Bell Investment Advisors
California
$10.6M 211,033 -18,155 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.1M 202,202 -96,360 -32%
WA
12
Waverly Advisors
Alabama
$9.42M 188,245 -571 -0.3%
KAS
13
Kestra Advisory Services
Texas
$9.18M 183,495 -17,612 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$8.71M 174,122 -8,531 -5%
UBS Group
15
UBS Group
Switzerland
$8.37M 167,389 -215,710 -56%
RBA
16
Richard Bernstein Advisors
New York
$8.07M 161,223 -225,578 -58%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7.13M 142,550 +4,410 +3%
Truist Financial
18
Truist Financial
North Carolina
$7.04M 140,716 -76,298 -35%
CWA
19
Consilium Wealth Advisory
Texas
$6.54M 130,675 -1,548 -1%
ACP
20
Aveo Capital Partners
Colorado
$6.49M 129,787 -1,611 -1%
BWP
21
BSW Wealth Partners
Colorado
$6.47M 129,368 -7,223 -5%
PAMG
22
Patton Albertson Miller Group
Tennessee
$5.35M 106,950 -28,257 -21%
WA
23
WestEnd Advisors
North Carolina
-357,932 Closed
RJA
24
Raymond James & Associates
Florida
$5.12M 102,314 -1,987,291 -95%
Jane Street
25
Jane Street
New York
$5.01M 100,231 +41,438 +70%