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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

339 hedge funds and large institutions have $995M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 12 closing their positions.

Holders
339
Holders Change
+41
Holders Change %
+13.76%
% of All Funds
4.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
55
Increased
129
Reduced
103
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$128M
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$53M
3
RJA
3
Raymond James & Associates
Florida
$55.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.8M

Top Sellers

1
RBA
1
Richard Bernstein Advisors
New York
$9.24M
2
AWM
2
AE Wealth Management
Kansas
$1.66M
3
Bank of America
3
Bank of America
North Carolina
$66.4M
4
AL
4
Aspiriant LLC
California
$24.7M
5
UBS Group
5
UBS Group
Switzerland
$8.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$8.12M 152,713 -9,831 -6%
BWP
27
BSW Wealth Partners
Colorado
$8.06M 151,563 +21,723 +17%
BIA
28
Bell Investment Advisors
California
$7.93M 149,153 -7,829 -5%
Victory Capital Management
29
Victory Capital Management
Texas
$7.12M 133,818 +121,183 +959%
ACP
30
Aveo Capital Partners
Colorado
$7.1M 133,408 +331 +0.2%
KPWS
31
Kestra Private Wealth Services
Texas
$5.99M 112,633 +97,543 +646%
TPWA
32
TRUE Private Wealth Advisors
Oregon
$5.87M 110,382 +11,300 +11%
DAS
33
Dynamic Advisor Solutions
Arizona
$5.56M 105,982 +85,890 +427%
WFL
34
Wealth Forward LLC
North Dakota
$5.44M 102,305 +102,305 New
DWM
35
Dakota Wealth Management
Florida
$4.9M 92,172 -657 -0.7%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$4.58M 86,788 +42,427 +96%
UW
37
Unique Wealth
Florida
$4.49M 84,453 +1,240 +1%
LIA
38
LBMC Investment Advisors
Tennessee
$4.28M 80,396 -156 -0.2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$4.27M 80,293 -3,483 -4%
PAMG
40
Patton Albertson Miller Group
Tennessee
$4.21M 79,179 -480 -0.6%
WCG
41
Weaver Consulting Group
California
$4.03M 75,684 -1,020 -1%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$3.98M 74,915 +534 +0.7%
MSA
43
Marino Stram & Associates
Massachusetts
$3.87M 72,696 +147 +0.2%
SFWC
44
Strategic Family Wealth Counselors
New Jersey
$3.77M 70,969 +20,956 +42%
BWA
45
Burt Wealth Advisors
Maryland
$3.58M 67,377 +474 +0.7%
Jane Street
46
Jane Street
New York
$3.55M 66,768 -2,349 -3%
NB
47
NBT Bank
New York
$3.52M 66,130 +66,130 New
EIG
48
Ellenbecker Investment Group
Wisconsin
$3.46M 64,958 +4,385 +7%
BCM
49
Brookstone Capital Management
Illinois
$3.4M 63,947 -4,333 -6%
LPAM
50
Lodestar Private Asset Management
California
$3.36M 63,177 +7,210 +13%
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