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iShares Core 60/40 Balanced Allocation ETF

339 hedge funds and large institutions have $995M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 12 closing their positions.

Holders
339
Holders Change
+41
Holders Change %
+13.76%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
55
Increased
129
Reduced
103
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$128M 2,404,813 +1,754,989 +270%
BlackRock
2
BlackRock
New York
$83.1M 1,561,508 +48,835 +3%
Bank of America
3
Bank of America
North Carolina
$66.4M 1,248,493 -67,542 -5%
RJA
4
Raymond James & Associates
Florida
$55.7M 1,047,880 +937,988 +854%
Morgan Stanley
5
Morgan Stanley
New York
$55.2M 1,036,958 +705,877 +213%
MFIM
6
Mesirow Financial Investment Management
Illinois
$53M 997,316 +997,316 New
AL
7
Aspiriant LLC
California
$24.7M 463,952 -56,750 -11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.8M 391,046 +309,555 +380%
WA
9
WestEnd Advisors
North Carolina
$19M 357,428 +241,369 +208%
SWPG
10
Strategic Wealth Partners Group
Illinois
$17.3M 325,197 -6,756 -2%
AssetMark Inc
11
AssetMark Inc
California
$17.3M 324,385 -19,947 -6%
CWA
12
Consilium Wealth Advisory
Texas
$15.7M 296,021 -5,277 -2%
LPL Financial
13
LPL Financial
California
$15.6M 293,882 +14,777 +5%
Stifel Financial
14
Stifel Financial
Missouri
$13.8M 259,280 +177,301 +216%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.7M 256,911 +73,835 +40%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$13.6M 256,609 +201,972 +370%
Ameriprise
17
Ameriprise
Minnesota
$12.5M 235,206 +189,169 +411%
Truist Financial
18
Truist Financial
North Carolina
$10.3M 193,075 +75,446 +64%
WA
19
Waverly Advisors
Alabama
$10.2M 191,714 +1,720 +0.9%
LGA
20
Lebenthal Global Advisors
New York
$9.36M 175,964 +167,083 +1,881%
RBA
21
Richard Bernstein Advisors
New York
$9.24M 173,671 -202,518 -54%
Osaic Holdings
22
Osaic Holdings
Arizona
$9.2M 172,896 -30,402 -15%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$9.16M 172,242 +512 +0.3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$8.91M 167,430 +35,820 +27%
UBS Group
25
UBS Group
Switzerland
$8.5M 159,853 -48,483 -23%