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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 %
NSIM
276
North Star Investment Management
Illinois
$2.11K – – –
FFA
277
Farther Finance Advisors
California
$2.06K +$1.96K +38 +1,900%
CFD
278
Creative Financial Designs
Indiana
$1.8K -$20.4K -397 -92%
PA
279
PSI Advisors
Florida
$1.39K – – –
SPIA
280
Steward Partners Investment Advisory
New York
$1.29K -$5.14K -100 -80%
LFA
281
Level Financial Advisors
New York
$1.26K +$455 +9 +56%
CP
282
Castleview Partners
Texas
$1.24K – – –
CAS
283
Coppell Advisory Solutions
Texas
$1.18K +$1.18K +23 New
ACA
284
Aptus Capital Advisors
Alabama
$1.08K – – –
RDFA
285
Ritter Daniher Financial Advisory
Ohio
$258 -$1.29K -25 -83%
GWANC
286
Guardian Wealth Advisors (North Carolina)
North Carolina
$257 – – –
BNP Paribas Financial Markets
287
BNP Paribas Financial Markets
France
$206 +$206 +4 New
IRC
288
Investors Research Corp
Georgia
$51 – – –
WQ
289
Wealth Quarterback
New Jersey
– -$4.97M -99,348 Closed
KA
290
Kovack Advisors
Florida
– -$1.21M -24,187 Closed
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
– -$1.14M -22,774 Closed
PFA
292
Professional Financial Advisors
Nebraska
– -$1.06M -19,710 Closed
HIP
293
Harrell Investment Partners
Texas
– -$851K -18,035 Closed
MHS
294
M Holdings Securities
Oregon
– -$620K -12,401 Closed
MFS
295
Madrona Financial Services
Washington
– -$346K -6,908 Closed
DADC
296
D.A. Davidson & Co
Montana
– -$334K -6,667 Closed
PWP
297
Principle Wealth Partners
Connecticut
– -$314K -6,274 Closed
FSG
298
Financial Strategies Group
Michigan
– -$300K -6,005 Closed
NEPWA
299
New England Private Wealth Advisors
Massachusetts
– -$268K -5,365 Closed
LWMNY
300
Landmark Wealth Management (New York)
New York
– -$261K -5,209 Closed
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