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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.

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

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$838K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.39M
3
WA
3
WestEnd Advisors
North Carolina
$7.36M
4
PA
4
Paragon Advisors
Texas
$0
5
CA
5
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$4.72M -$786K -17,562 -14%
TPWA
27
TRUE Private Wealth Advisors
Oregon
$4.71M -$168K -3,756 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$4.51M +$648K +14,462 +17%
Brown Advisory
29
Brown Advisory
Maryland
$4.17M – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.16M -$308K -6,890 -7%
WCG
31
Weaver Consulting Group
California
$4.07M -$17.6K -393 -0.4%
MSA
32
Marino Stram & Associates
Massachusetts
$3.81M +$593K +13,238 +18%
LIA
33
LBMC Investment Advisors
Tennessee
$3.74M +$179K +3,990 +5%
PAMG
34
Patton Albertson Miller Group
Tennessee
$3.52M +$82.9K +1,851 +2%
WA
35
Waverly Advisors
Alabama
$3.29M -$1.67M -37,387 -34%
FHC
36
Fort Henry Capital
West Virginia
$3.13M +$44.6K +997 +1%
SFG
37
Sage Financial Group
Pennsylvania
$3.03M -$2.14M -47,764 -41%
RFA
38
RTD Financial Advisors
Pennsylvania
$2.67M +$365K +8,148 +16%
NWM
39
Northwest Wealth Management
Iowa
$2.64M -$50.5K -1,127 -2%
VIP
40
Viewpoint Investment Partners
Alberta, Canada
$2.58M – – –
Victory Capital Management
41
Victory Capital Management
Texas
$2.54M +$2.54M +56,751 New
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$2.52M +$528K +11,794 +26%
AAS
43
Annex Advisory Services
Wisconsin
$2.31M +$112K +2,503 +5%
VWA
44
Visionary Wealth Advisors
Illinois
$2.25M +$65.9K +1,472 +3%
Jane Street
45
Jane Street
New York
$2.25M +$1.92M +42,985 +594%
SFG
46
StrategIQ Financial Group
Indiana
$2.16M -$15.1K -337 -0.7%
FAAM
47
First Ascent Asset Management
Colorado
$2.11M +$76.9K +1,718 +4%
SFWC
48
Strategic Family Wealth Counselors
New Jersey
$2.1M – – –
EIG
49
Ellenbecker Investment Group
Wisconsin
$2.03M +$673K +15,036 +50%
CFA
50
Cahill Financial Advisors
Minnesota
$1.98M -$44K -982 -2%
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