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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 Market Value Shares Shares
Change 		Shares
Change %
CFA
51
Cahill Financial Advisors
Minnesota
$2.28M 44,320 -1 -0%
VWA
52
Visionary Wealth Advisors
Illinois
$2.21M 42,938 -741 -2%
Corient Private Wealth
53
Corient Private Wealth
Florida
$2.04M 39,726 -1,615 -4%
PWAG
54
Polaris Wealth Advisory Group
California
$2.04M 39,575 -270 -0.7%
WFAG
55
Worth Financial Advisory Group
North Carolina
$1.94M 37,734 +2,988 +9%
Ameriprise
56
Ameriprise
Minnesota
$1.86M 36,170 -1,842 -5%
IAN
57
Integrated Advisors Network
Texas
$1.69M 32,798 +53 +0.2%
JWBC
58
John W. Brooker & Co
California
$1.67M 32,552 -635 -2%
KWM
59
Kingsview Wealth Management
Oregon
$1.67M 32,380 +13,756 +74%
Renaissance Technologies
60
Renaissance Technologies
New York
$1.66M 32,300 +20,700 +178%
Legacy Financial Group (Iowa)
61
Legacy Financial Group (Iowa)
Iowa
$1.64M 31,828 +1,645 +5%
AF
62
Allworth Financial
California
$1.55M 30,065 +1,377 +5%
AAS
63
Avantax Advisory Services
Texas
$1.54M 29,896 +1,710 +6%
IF
64
Integrity Financial
Wyoming
$1.54M 29,881 -3,738 -11%
HI
65
Harbour Investments
Wisconsin
$1.49M 28,936 +5,740 +25%
AWM
66
AE Wealth Management
Kansas
$1.47M 28,592 -489 -2%
CIP
67
Capital Insight Partners
Arizona
$1.45M 28,149 +62 +0.2%
HF
68
HRT Financial
New York
$1.42M 27,510 -7,745 -22%
CAN
69
Cetera Advisor Networks
California
$1.41M 27,395 -943 -3%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$1.39M 27,038 +1,162 +4%
PCM
71
Piedmont Capital Management
Montana
$1.34M 26,059 +26,059 New
NG
72
Northstar Group
New York
$1.33M 25,860 -1,357 -5%
WA
73
WestEnd Advisors
North Carolina
$1.28M 24,846 +24,846 New
SWP
74
Stratos Wealth Partners
Ohio
$1.15M 22,406 – –
PCWA
75
Pacific Capital Wealth Advisors
California
$1.15M 22,369 +1,174 +6%
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