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iShares Core 60/40 Balanced Allocation ETF

298 hedge funds and large institutions have $613M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 20 closing their positions.

Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
4.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
119
Reduced
95
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$74.7M 1,512,673 -31,523 -2%
Bank of America
2
Bank of America
North Carolina
$65M 1,316,035 -10,995 -0.8%
Wells Fargo
3
Wells Fargo
California
$32.1M 649,824 +98,335 +18%
AL
4
Aspiriant LLC
California
$25.7M 520,702 +34,717 +7%
RBA
5
Richard Bernstein Advisors
New York
$18.6M 376,189 +270,509 +256%
AssetMark Inc
6
AssetMark Inc
California
$17M 344,332 -413 -0.1%
SWPG
7
Strategic Wealth Partners Group
Illinois
$16.4M 331,953 -3,460 -1%
Morgan Stanley
8
Morgan Stanley
New York
$16.4M 331,081 +107,004 +48%
CWA
9
Consilium Wealth Advisory
Texas
$14.9M 301,298 +314 +0.1%
LPL Financial
10
LPL Financial
California
$13.8M 279,105 -1,201 -0.4%
UBS Group
11
UBS Group
Switzerland
$10.3M 208,336 +26,593 +15%
Osaic Holdings
12
Osaic Holdings
Arizona
$10M 203,298 -117,052 -37%
WA
13
Waverly Advisors
Alabama
$9.39M 189,994 +883 +0.5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.05M 183,076 +12,058 +7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.49M 171,730 +1,620 +1%
AWM
16
AE Wealth Management
Kansas
$8.34M 168,771 +140,179 +490%
KAS
17
Kestra Advisory Services
Texas
$8.03M 162,544 -5,962 -4%
BIA
18
Bell Investment Advisors
California
$7.76M 156,982 -19,008 -11%
ACP
19
Aveo Capital Partners
Colorado
$6.58M 133,077 +3,107 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.5M 131,610 -11,763 -8%
BWP
21
BSW Wealth Partners
Colorado
$6.42M 129,840 -11,229 -8%
Truist Financial
22
Truist Financial
North Carolina
$5.81M 117,629 -1,755 -1%
WA
23
WestEnd Advisors
North Carolina
$5.73M 116,059 +91,213 +367%
RJA
24
Raymond James & Associates
Florida
$5.43M 109,892 +33,481 +44%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$4.9M 99,082 +759 +0.8%