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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

258 hedge funds and large institutions have $689M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-14
Holders Change %
-5.15%
% of All Funds
4.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
24
Increased
100
Reduced
87
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
Aspiriant LLC
California
$78.1M
2
RJA
Raymond James & Associates
Florida
$26.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.8M
4
CWA
Consilium Wealth Advisory
Texas
$6.88M
5
Truist Financial
Truist Financial
North Carolina
$6.53M

Top Sellers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$838K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.39M
3
WA
WestEnd Advisors
North Carolina
$7.36M
4
PA
Paragon Advisors
Texas
$0
5
CA
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWS
251
BCR Wealth Strategies
Alabama
$1K – – –
LFA
252
Level Financial Advisors
New York
$1K +$375 +6 +60%
HGERS
253
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +23 New
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$717 +$13 +277 +2%
MOS
255
MGO One Seven
Ohio
$344 +$344 +1,481 New
PA
256
Paragon Advisors
Texas
– -$5.09M -106,095 Closed
CA
257
Calton & Associates
Florida
– -$3.52M -73,342 Closed
Franklin Resources
258
Franklin Resources
California
– -$3.12M -65,015 Closed
AT
259
Arden Trust
Delaware
– -$3.12M -65,015 Closed
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
– -$1.44M -29,969 Closed
Citadel Advisors
261
Citadel Advisors
Florida
– -$1.08M -22,516 Closed
GFG
262
Greystone Financial Group
Michigan
– -$680K -14,176 Closed
B
263
Brightworth
Georgia
– -$662K -13,798 Closed
Goldman Sachs
264
Goldman Sachs
New York
– -$346K -7,201 Closed
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
– -$309K -6,439 Closed
TA
266
Tiedemann Advisors
New York
– -$293K -6,085 Closed
TCA
267
Transcend Capital Advisors
New Jersey
– -$285K -5,946 Closed
FSG
268
Financial Strategies Group
Michigan
– -$282K -5,881 Closed
5SA
269
5th Street Advisors
Connecticut
– -$254K -5,296 Closed
AWM
270
Axxcess Wealth Management
California
– -$241K -5,016 Closed
ARC
271
Advisor Resource Council
Texas
– -$218K -4,530 Closed
CWA
272
Clarity Wealth Advisors
California
– -$216K -4,517 Closed
BOPW
273
Brandywine Oak Private Wealth
Pennsylvania
– -$216K -4,516 Closed
MWM
274
Modera Wealth Management
New Jersey
– -$205K -4,274 Closed
SCM
275
Stonehearth Capital Management
Massachusetts
– -$203K -4,223 Closed
8 9 10
11
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