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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 %
VAS
51
Vestmark Advisory Solutions
Massachusetts
$3.31M 62,257 +62,257 New
FHC
52
Fort Henry Capital
West Virginia
$3.23M 60,744 -5,010 -8%
FFA
53
First Foundation Advisors
California
$3.21M 60,264 +8,042 +15%
FAAM
54
First Ascent Asset Management
Colorado
$3.07M 57,760 -2,004 -3%
NWM
55
Northwest Wealth Management
Iowa
$2.97M 55,801 -55 -0.1%
RWP
56
RWA Wealth Partners
Massachusetts
$2.69M 50,616 +39,666 +362%
GW
57
GW & Wade
Massachusetts
$2.58M 48,562 -4,726 -9%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$2.58M 48,543 -5,454 -10%
Renaissance Technologies
59
Renaissance Technologies
New York
$2.48M 46,700 +40,400 +641%
SFG
60
StrategIQ Financial Group
Indiana
$2.48M 46,570 -1,409 -3%
CFA
61
Cahill Financial Advisors
Minnesota
$2.36M 44,361 +18 +0%
NWM
62
Napa Wealth Management
California
$2.34M 43,927 +43,927 New
VIP
63
Viewpoint Investment Partners
Alberta, Canada
$2.33M 43,830 -13,760 -24%
AAS
64
Avantax Advisory Services
Texas
$2.33M 43,814 +9,548 +28%
VWA
65
Visionary Wealth Advisors
Illinois
$2.2M 41,310 -1,417 -3%
MML Investors Services
66
MML Investors Services
Massachusetts
$2.19M 41,176 +41,176 New
Corient Private Wealth
67
Corient Private Wealth
Florida
$2.15M 40,510 +828 +2%
WFAG
68
Worth Financial Advisory Group
North Carolina
$2.04M 38,353 +393 +1%
TB
69
Treynor Bancshares
Iowa
$1.97M 37,027 +37,027 New
CA
70
Cetera Advisors
Colorado
$1.88M 35,307 +2,675 +8%
JWBC
71
John W. Brooker & Co
California
$1.88M 35,273 +2,665 +8%
FCA
72
FinTrust Capital Advisors
South Carolina
$1.86M 34,893 -468 -1%
WC
73
Waterloo Capital
Texas
$1.76M 33,037 +19,879 +151%
S
74
Syntrinsic
Colorado
$1.72M 32,598 +1,598 +5%
IAN
75
Integrated Advisors Network
Texas
$1.72M 32,322 -528 -2%
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3
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