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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

288 hedge funds and large institutions have $603M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
288
Holders Change
-5
Holders Change %
-1.71%
% of All Funds
4.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
107
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Consilium Wealth Advisory
Texas
$15.5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.72M
3
BCM
3
BlueCrest Capital Management
Jersey
$7.43M
4
RL
4
Retireful LLC
Michigan
$2.43M
5
PCM
5
Piedmont Capital Management
Montana
$1.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
WQ
2
Wealth Quarterback
New Jersey
$0
3
Wells Fargo
3
Wells Fargo
California
$28.4M
4
RBA
4
Richard Bernstein Advisors
New York
$5.44M
5
Jane Street
5
Jane Street
New York
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
EPG Wealth Management
Georgia
$106K -$52.9K -1,028 -33%
HWP
227
Highline Wealth Partners
California
$96.8K -$12.5K -242 -11%
CAL
228
Capital Analysts LLC
Pennsylvania
$86K -$1.75K -34 -2%
WP
229
WealthPLAN Partners
Nebraska
$76.7K – – –
Fidelity Investments
230
Fidelity Investments
Massachusetts
$74.2K +$51 +1 +0.1%
CWC
231
Carolinas Wealth Consulting
North Carolina
$70.1K +$103 +2 +0.1%
GWM
232
Geneos Wealth Management
Colorado
$63K -$36.2K -703 -36%
SWA
233
SOA Wealth Advisors
New York
$57.4K -$6.79K -132 -11%
AAP
234
Arax Advisory Partners
Colorado
$54.1K +$206 +4 +0.4%
BHWM
235
Bay Harbor Wealth Management
Maryland
$52.6K – – –
CIA
236
Cape Investment Advisory
Georgia
$51.5K – – –
AA
237
Ancora Advisors
Ohio
$49K +$1.9K +37 +4%
HFS
238
Hantz Financial Services
Michigan
$47K +$47K +907 New
AWM
239
AllSquare Wealth Management
New York
$45K – – –
CWP
240
Concord Wealth Partners
Virginia
$44.9K +$154 +3 +0.3%
OC
241
Oakworth Capital
Alabama
$43.7K – – –
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$41K -$40.9K -788 -50%
MIA
243
Milestone Investment Advisors
Wisconsin
$40.4K – – –
APC
244
Aspire Private Capital
North Carolina
$40.3K +$103 +2 +0.3%
EWP
245
Elevation Wealth Partners
California
$40K +$154 +3 +0.4%
SWM
246
Sugarloaf Wealth Management
Georgia
$36K – – –
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$34K – – –
RFG
248
RFP Financial Group
Georgia
$33.9K – – –
TFGT
249
TS Financial Group (TSFG)
Illinois
$29K – – –
MIM
250
Macroview Investment Management
Maryland
$28.9K – – –
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