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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 %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.13M 21,954 +3,196 +17%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$1.12M 21,758 -22,836 -51%
SI
78
SimpliFi Inc
California
$1.1M 21,441 +407 +2%
WA
79
WBH Advisory
Maryland
$1.09M 21,163 -1,517 -7%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.08M 20,924 +4,027 +24%
CPCM
81
Cardinal Point Capital Management
Ontario, Canada
$1.05M 20,376 -650 -3%
PCMC
82
Private Capital Management (Colorado)
Colorado
$1.03M 20,043 -3,990 -17%
PP
83
PDS Planning
Ohio
$1.03M 20,031 -1,695 -8%
IWC
84
Integrated Wealth Concepts
Massachusetts
$986K 19,161 +5,961 +45%
AF
85
Advisornet Financial
Minnesota
$976K 18,977 -603 -3%
RVPG
86
Relative Value Partners Group
$974K 18,939 +67 +0.4%
SFG
87
Sage Financial Group
Pennsylvania
$966K 18,777 -13,988 -43%
MA
88
Mutual Advisors
Nebraska
$965K 18,753 +1,541 +9%
GAA
89
Global Assets Advisory
Florida
$953K 18,530 +5,609 +43%
FCA
90
FinTrust Capital Advisors
South Carolina
$937K 19,863 -1,334 -6%
WSTAM
91
Wilbanks Smith & Thomas Asset Management
Virginia
$931K 18,089 -515 -3%
PAG
92
Private Advisor Group
New Jersey
$925K 17,978 +528 +3%
DAS
93
Dynamic Advisor Solutions
Arizona
$925K 17,973 +2,057 +13%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$887K 17,247 -1,392 -7%
OPWM
95
Oxinas Partners Wealth Management
Indiana
$879K 17,092 +17,092 New
CWM
96
Cahaba Wealth Management
Georgia
$853K 16,588 -1,099 -6%
TA
97
Tiedemann Advisors
New York
$850K 16,527 -415 -2%
OFG
98
Oxford Financial Group
Indiana
$845K 16,430 +59 +0.4%
TC
99
Trilogy Capital
California
$842K 16,272 -1,014 -6%
ACS
100
Archford Capital Strategies
Illinois
$834K 16,083 +50 +0.3%
2 3
4
5 6