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iShares Core 60/40 Balanced Allocation ETF

355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 closing their positions.

Holders
355
Holders Change
+14
Holders Change %
+4.11%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
152
Reduced
103
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$115M 1,999,890 +1,618,838 +425%
BlackRock
2
BlackRock
New York
$97.6M 1,702,369 +75,094 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$61.5M 1,072,776 +1,072,776 New
Morgan Stanley
4
Morgan Stanley
New York
$48.6M 847,485 +506,525 +149%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$39.1M 681,814 -5,246 -0.8%
RBA
6
Richard Bernstein Advisors
New York
$37.5M 654,691 +557,502 +574%
Bank of America
7
Bank of America
North Carolina
$37.5M 653,435 +75,263 +13%
MFIM
8
Mesirow Financial Investment Management
Illinois
$35M 611,306 +10,127 +2%
AL
9
Aspiriant LLC
California
$24.5M 426,881 -17,564 -4%
LPL Financial
10
LPL Financial
California
$21.7M 378,603 +30,651 +9%
LGA
11
Lebenthal Global Advisors
New York
$19.3M 336,377 +5,876 +2%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$17.8M 310,923 -697 -0.2%
Stifel Financial
13
Stifel Financial
Missouri
$17.7M 309,474 +250,620 +426%
CWA
14
Consilium Wealth Advisory
Texas
$17.6M 306,626 +12,440 +4%
AssetMark Inc
15
AssetMark Inc
California
$17.4M 303,144 -1,085 -0.4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$15.6M 272,742 +246,613 +944%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.8M 258,497 +67,441 +35%
WA
18
Waverly Advisors
Alabama
$14.8M 258,466 +10,312 +4%
CWA
19
Centerline Wealth Advisors
Kentucky
$14.7M 252,966 +252,966 New
WA
20
WestEnd Advisors
North Carolina
$14.1M 246,288 +202,603 +464%
FIA
21
Foundations Investment Advisors
Arizona
$13.5M 235,772 +31,465 +15%
UBS Group
22
UBS Group
Switzerland
$13.3M 231,829 +28,886 +14%
JSA
23
Jim Saulnier & Associates
Colorado
$11.7M 204,781 +19,363 +10%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$10.3M 180,227 +7,862 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$9.48M 165,474 +127,907 +340%