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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

297 hedge funds and large institutions have $827M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+34
Holders Change %
+12.93%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
57
Increased
125
Reduced
69
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$106M
2
UBS Group
2
UBS Group
Switzerland
$32M
3
WA
3
WestEnd Advisors
North Carolina
$18.5M
4
GM
4
GeoWealth Management
Illinois
$18.6M
5
RJA
5
Raymond James & Associates
Florida
$12.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.34M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.6M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$1.39M
4
SWPG
4
Strategic Wealth Partners Group
Illinois
$37M
5
LIA
5
LBMC Investment Advisors
Tennessee
$4.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.96M +$5.33M +93,323 +836%
CA
27
Calton & Associates
Florida
$5.41M +$988K +17,304 +22%
Brown Advisory
28
Brown Advisory
Maryland
$5.31M +$2.98M +52,174 +128%
WCG
29
Weaver Consulting Group
California
$5.31M +$110K +1,919 +2%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$5.27M +$5.27M +92,268 New
SFG
31
Sage Financial Group
Pennsylvania
$5.16M +$1.58M +27,690 +44%
CWA
32
Consilium Wealth Advisory
Texas
$4.99M +$4.99M +87,332 New
MFS
33
Madrona Financial Services
Washington
$4.75M -$3.88K -68 -0.1%
BCM
34
BlueCrest Capital Management
Jersey
$4.64M +$4.32M +75,736 +1,385%
LIA
35
LBMC Investment Advisors
Tennessee
$4.58M -$2.07M -36,196 -31%
Ameriprise
36
Ameriprise
Minnesota
$4.5M +$1.86M +32,585 +71%
PAMG
37
Patton Albertson Miller Group
Tennessee
$4.5M +$56.1K +982 +1%
MSA
38
Marino Stram & Associates
Massachusetts
$4.23M -$6.62K -116 -0.2%
HIP
39
Harrell Investment Partners
Texas
$3.94M -$286K -5,010 -7%
Truist Financial
40
Truist Financial
North Carolina
$3.91M +$1.67M +29,222 +75%
FHC
41
Fort Henry Capital
West Virginia
$3.9M -$981K -17,185 -20%
WA
42
Waverly Advisors
Alabama
$3.89M +$310K +5,697 +9%
NWM
43
Northwest Wealth Management
Iowa
$3.67M +$63.2K +1,108 +2%
VIP
44
Viewpoint Investment Partners
Alberta, Canada
$3.29M +$3.29M +57,590 New
AAS
45
Ameritas Advisory Services
Nebraska
$3.27M +$3.27M +57,361 New
SFWC
46
Strategic Family Wealth Counselors
New Jersey
$3.02M +$132K +2,319 +5%
RFA
47
RTD Financial Advisors
Pennsylvania
$2.97M +$2.97M +51,938 New
VWA
48
Visionary Wealth Advisors
Illinois
$2.93M +$129K +2,259 +5%
BWA
49
Burt Wealth Advisors
Maryland
$2.9M +$116K +2,025 +4%
SFG
50
StrategIQ Financial Group
Indiana
$2.86M -$41.3K -724 -1%
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