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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 %
PAMG
26
Patton Albertson Miller Group
Tennessee
$4.3M -$1.2M -23,301 -22%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.19M +$113K +2,196 +3%
LIA
28
LBMC Investment Advisors
Tennessee
$4.15M -$59.2K -1,151 -1%
Stifel Financial
29
Stifel Financial
Missouri
$3.99M -$18.4K -358 -0.5%
RJA
30
Raymond James & Associates
Florida
$3.93M -$1.33M -25,903 -25%
WCG
31
Weaver Consulting Group
California
$3.93M -$528K -10,263 -12%
MSA
32
Marino Stram & Associates
Massachusetts
$3.82M +$24.3K +473 +0.6%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$3.55M +$703K +13,664 +25%
BWA
34
Burt Wealth Advisors
Maryland
$3.44M +$154 +3 +0%
BCM
35
Brookstone Capital Management
Illinois
$3.39M +$1.04M +20,584 +44%
FHC
36
Fort Henry Capital
West Virginia
$3.34M -$5.81K -113 -0.2%
FFA
37
First Foundation Advisors
California
$3.17M -$47K -914 -1%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$3.14M +$378K +7,346 +14%
FAAM
39
First Ascent Asset Management
Colorado
$2.97M +$221K +4,303 +8%
VIP
40
Viewpoint Investment Partners
Alberta, Canada
$2.96M +$708K +13,760 +31%
NWM
41
Northwest Wealth Management
Iowa
$2.87M -$121K -2,343 -4%
EIG
42
Ellenbecker Investment Group
Wisconsin
$2.79M +$788K +15,326 +39%
LPAM
43
Lodestar Private Asset Management
California
$2.64M +$49.9K +970 +2%
GW
44
GW & Wade
Massachusetts
$2.6M -$131K -2,545 -5%
SFWC
45
Strategic Family Wealth Counselors
New Jersey
$2.57M – – –
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$2.5M +$409K +7,943 +20%
RL
47
Retireful LLC
Michigan
$2.43M +$2.43M +47,222 New
SFG
48
StrategIQ Financial Group
Indiana
$2.42M -$37.8K -735 -2%
RFA
49
RTD Financial Advisors
Pennsylvania
$2.42M +$1.11M +21,498 +84%
Jane Street
50
Jane Street
New York
$2.33M -$2.82M -54,892 -55%
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