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iShares Core 60/40 Balanced Allocation ETF

326 hedge funds and large institutions have $749M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 37 closing their positions.

Holders
326
Holders Change
-13
Holders Change %
-3.83%
% of All Funds
4.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
110
Reduced
129
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$87.5M 1,571,166 +9,658 +0.6%
Bank of America
2
Bank of America
North Carolina
$67.9M 1,220,257 -28,236 -2%
MFIM
3
Mesirow Financial Investment Management
Illinois
$34.5M 619,549 -377,767 -38%
AL
4
Aspiriant LLC
California
$23.1M 414,900 -49,052 -11%
Wells Fargo
5
Wells Fargo
California
$22.7M 407,954 -1,996,859 -83%
GAA
6
Global Assets Advisory
Florida
$21.5M 1,191,466 +1,170,791 +5,663%
AssetMark Inc
7
AssetMark Inc
California
$21.3M 382,117 +57,732 +18%
SWPG
8
Strategic Wealth Partners Group
Illinois
$17.8M 318,981 -6,216 -2%
Morgan Stanley
9
Morgan Stanley
New York
$17.7M 317,375 -719,583 -69%
LPL Financial
10
LPL Financial
California
$17.4M 313,165 +19,283 +7%
CWA
11
Consilium Wealth Advisory
Texas
$16.9M 303,177 +7,156 +2%
WA
12
Waverly Advisors
Alabama
$13.5M 241,670 +49,956 +26%
GM
13
GeoWealth Management
Illinois
$13.3M 238,299 +238,299 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.92M 178,088 -78,823 -31%
LGA
15
Lebenthal Global Advisors
New York
$9.85M 177,024 +1,060 +0.6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.69M 174,036 +1,794 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$9.48M 170,299 -2,597 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.13M 163,954 -3,476 -2%
UBS Group
19
UBS Group
Switzerland
$8.92M 160,293 +440 +0.3%
Ameriprise
20
Ameriprise
Minnesota
$8.91M 159,995 -75,211 -32%
BIA
21
Bell Investment Advisors
California
$8.35M 149,960 +807 +0.5%
RBA
22
Richard Bernstein Advisors
New York
$8.26M 148,440 -25,231 -15%
ACP
23
Aveo Capital Partners
Colorado
$7.59M 138,696 +5,288 +4%
BWP
24
BSW Wealth Partners
Colorado
$7.5M 134,712 -16,851 -11%
KPWS
25
Kestra Private Wealth Services
Texas
$6.65M 119,437 +6,804 +6%