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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$128M
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$53M
3
RJA
3
Raymond James & Associates
Florida
$55.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.8M

Top Sellers

1
RBA
1
Richard Bernstein Advisors
New York
$9.24M
2
AWM
2
AE Wealth Management
Kansas
$1.66M
3
Bank of America
3
Bank of America
North Carolina
$66.4M
4
AL
4
Aspiriant LLC
California
$24.7M
5
UBS Group
5
UBS Group
Switzerland
$8.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
226
Foundations Investment Advisors
Arizona
$273K +$44.9K +837 +20%
TGAM
227
TBH Global Asset Management
Tennessee
$273K -$266K -5,001 -49%
BI
228
Berkeley Inc
Idaho
$269K +$269K +5,061 New
CAM
229
Carret Asset Management
New York
$267K – – –
SFM
230
Signet Financial Management
New Jersey
$264K -$479 -9 -0.2%
CPA
231
Clear Point Advisors
New York
$262K +$262K +4,918 New
PSCM
232
Per Stirling Capital Management
Texas
$260K +$7.5K +141 +3%
AFP
233
Ausdal Financial Partners
Iowa
$258K -$122K -2,300 -32%
PAS
234
Park Avenue Securities
New York
$255K +$255K +4,785 New
CIAS
235
Capital Investment Advisory Services
North Carolina
$253K – – –
CAWM
236
Capital Advisors Wealth Management
Washington
$250K +$1.49K +28 +0.6%
RIM
237
Redwood Investment Management
Arizona
$249K +$3.57K +67 +1%
CCFM
238
Clear Creek Financial Management
Washington
$249K +$7.55K +142 +3%
SFG
239
Sovereign Financial Group
Connecticut
$248K – – –
GRP
240
Global Retirement Partners
California
$246K +$63.8K +1,214 +35%
CCA
241
Cora Capital Advisors
New Jersey
$233K +$745 +14 +0.3%
CCWM
242
Cassaday & Co Wealth Management
Virginia
$233K +$4.36K +82 +2%
FSG
243
Financial Strategies Group
Michigan
$233K +$233K +4,392 New
RIL
244
Rothschild Investment LLC
Illinois
$229K -$37.2K -700 -14%
WIA
245
World Investment Advisors
California
$227K +$227K +4,277 New
IAIM
246
International Assets Investment Management
Florida
$227K +$227K +4,271 New
NCM
247
Narwhal Capital Management
Georgia
$223K – – –
TSWM
248
Tyler-Stone Wealth Management
Ohio
$223K -$2.13K -40 -0.9%
AFG
249
AFS Financial Group
Maryland
$221K -$106K -1,992 -32%
IA
250
IFG Advisory
Georgia
$220K +$220K +4,144 New
8 9
10
11 12