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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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$2.76M -$27.3K -479 -1%
AAS
52
Annex Advisory Services
Wisconsin
$2.59M +$206K +3,602 +9%
TPWA
53
TRUE Private Wealth Advisors
Oregon
$2.47M +$614K +10,759 +33%
SWP
54
Stratos Wealth Partners
Ohio
$2.42M +$1.1M +19,332 +84%
AWM
55
AE Wealth Management
Kansas
$2.34M -$52.1M -911,744 -96%
CFA
56
Cahill Financial Advisors
Minnesota
$2.29M +$11.4K +200 +0.5%
GW
57
GW & Wade
Massachusetts
$2.24M – – –
B
58
Brightworth
Georgia
$2.19M +$1.83K +32 +0.1%
FAAM
59
First Ascent Asset Management
Colorado
$2.17M +$300K +5,248 +16%
IF
60
Integrity Financial
Wyoming
$2.16M +$2.16M +37,877 New
BCM
61
Brookstone Capital Management
Illinois
$2.14M +$76.5K +1,356 +4%
PWAG
62
Polaris Wealth Advisory Group
California
$2.12M -$65.7K -1,151 -3%
PAG
63
Private Advisor Group
New Jersey
$1.89M +$123K +2,159 +7%
IAN
64
Integrated Advisors Network
Texas
$1.87M +$538K +9,432 +41%
VFP
65
Verus Financial Partners
Virginia
$1.85M -$89.5K -1,568 -5%
KA
66
Kovack Advisors
Florida
$1.82M -$79.5K -1,393 -4%
Stifel Financial
67
Stifel Financial
Missouri
$1.79M +$1.44M +25,162 +401%
NG
68
Northstar Group
New York
$1.67M -$29.5K -516 -2%
CIP
69
Capital Insight Partners
Arizona
$1.63M +$63.2K +1,107 +4%
FAIM
70
Financial Advocates Investment Management
Washington
$1.61M +$1.45M +44,588 +927%
BPA
71
Beacon Pointe Advisors
California
$1.58M +$14.6K +255 +0.9%
HighTower Advisors
72
HighTower Advisors
Illinois
$1.51M +$1.09M +19,067 +258%
PA
73
PFG Advisors
Arizona
$1.5M +$80K +1,402 +6%
NAS
74
Nicolet Advisory Services
Wisconsin
$1.47M +$27.7K +486 +2%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$1.39M -$3.11M -54,512 -69%
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