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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 %
CWM
76
Cahaba Wealth Management
Georgia
$1.34M +$61.3K +1,074 +5%
AF
77
Advisornet Financial
Minnesota
$1.3M -$95.8K -1,679 -7%
MBFW
78
Morton Brown Family Wealth
Pennsylvania
$1.27M +$1.27M +22,284 New
SI
79
SimpliFi Inc
California
$1.27M +$87.2K +1,527 +7%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$1.24M -$1.32M -23,177 -52%
JCM
81
Janney Capital Management
Pennsylvania
$1.23M +$1.23M +21,512 New
PCWA
82
Pacific Capital Wealth Advisors
California
$1.23M +$285 +5 +0%
Renaissance Technologies
83
Renaissance Technologies
New York
$1.22M +$1.22M +21,400 New
OFG
84
Oxford Financial Group
Indiana
$1.15M +$2.45K +43 +0.2%
DAS
85
Dynamic Advisor Solutions
Arizona
$1.1M +$12K +210 +1%
BA
86
Bridgewater Advisors
New York
$1.1M +$1.1M +19,250 New
RVPG
87
Relative Value Partners Group
$1.06M +$41K +718 +4%
PFA
88
Professional Financial Advisors
Nebraska
$1.05M +$27.4K +480 +3%
ARC
89
Advisor Resource Council
Texas
$1.04M -$679K -11,876 -40%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$1.02M -$30.4K -532 -3%
Legacy Financial Group (Iowa)
91
Legacy Financial Group (Iowa)
Iowa
$1.02M -$163K -2,886 -14%
SWP
92
Summit Wealth Partners
Florida
$957K +$33.1K +580 +4%
ACS
93
Archford Capital Strategies
Illinois
$926K -$11.8K -206 -1%
W
94
Wealthquest
Ohio
$914K -$77.7K -1,362 -8%
GCM
95
G2 Capital Management
Ohio
$869K +$869K +15,221 New
SC
96
Scotia Capital
Ontario, Canada
$860K -$3.6K -63 -0.4%
SW
97
SlateStone Wealth
Florida
$860K +$860K +15,060 New
WWM
98
Western Wealth Management
Colorado
$851K +$851K +14,876 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$842K +$779K +13,613 +1,242%
MA
100
Mutual Advisors
Nebraska
$819K +$382K +6,688 +87%
2 3
4
5 6