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iShares Core 60/40 Balanced Allocation ETF

337 hedge funds and large institutions have $747M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 129 reducing their positions, and 21 closing their positions.

Holders
337
Holders Change
+11
Holders Change %
+3.37%
% of All Funds
4.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
41
Increased
106
Reduced
129
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$91M 1,616,004 +44,838 +3%
Bank of America
2
Bank of America
North Carolina
$64.9M 1,151,858 -68,399 -6%
MFIM
3
Mesirow Financial Investment Management
Illinois
$34.5M 611,845 -7,704 -1%
AL
4
Aspiriant LLC
California
$25.2M 447,754 +32,854 +8%
Wells Fargo
5
Wells Fargo
California
$22.7M 402,189 -5,765 -1%
LGA
6
Lebenthal Global Advisors
New York
$20.4M 362,993 +185,969 +105%
Morgan Stanley
7
Morgan Stanley
New York
$19.6M 348,268 +30,893 +10%
LPL Financial
8
LPL Financial
California
$17.4M 309,415 -3,750 -1%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$17.2M 305,817 +305,817 New
AssetMark Inc
10
AssetMark Inc
California
$17.1M 303,079 -79,038 -21%
CWA
11
Consilium Wealth Advisory
Texas
$16.2M 288,400 -14,777 -5%
WA
12
Waverly Advisors
Alabama
$13.9M 246,974 +5,304 +2%
UBS Group
13
UBS Group
Switzerland
$11.8M 210,209 +49,916 +31%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.3M 182,728 +4,640 +3%
FIA
15
Foundations Investment Advisors
Arizona
$10.1M 179,953 +168,375 +1,454%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.71M 172,338 -1,698 -1%
BWP
17
BSW Wealth Partners
Colorado
$9.22M 163,682 +28,970 +22%
OCM
18
One Capital Management
California
$9.13M 162,091 +162,091 New
BIA
19
Bell Investment Advisors
California
$8.15M 144,632 -5,328 -4%
ACP
20
Aveo Capital Partners
Colorado
$7.83M 139,060 +364 +0.3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.8M 138,462 -25,492 -16%
KPWS
22
Kestra Private Wealth Services
Texas
$7.05M 125,104 +5,667 +5%
TPWA
23
TRUE Private Wealth Advisors
Oregon
$6.27M 111,288 -1,590 -1%
Truist Financial
24
Truist Financial
North Carolina
$6M 106,601 -3,117 -3%
Osaic Holdings
25
Osaic Holdings
Arizona
$5.9M 104,781 -65,518 -38%