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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 Holding Trade Value Shares
Change 		Shares
Change %
WP
101
Westmount Partners
California
$772K +$94.7K +1,841 +14%
OMC
102
Old Mission Capital
Illinois
$764K +$764K +14,859 New
NAS
103
Nicolet Advisory Services
Wisconsin
$757K -$65.1K -1,292 -8%
MBFW
104
Morton Brown Family Wealth
Pennsylvania
$746K -$28.5K -554 -4%
HFA
105
High Falls Advisors
New York
$737K +$12.9K +251 +2%
LNC
106
Lincoln National Corp
Pennsylvania
$725K -$99.4K -1,932 -12%
SAG
107
SageView Advisory Group
California
$719K -$21.5K -417 -3%
GFG
108
Greystone Financial Group
Michigan
$702K -$128K -2,483 -15%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$686K +$143K +2,778 +26%
SWP
110
Summit Wealth Partners
Florida
$685K -$87.9K -1,708 -11%
HG
111
Harbor Group
New Hampshire
$684K +$1.24K +24 +0.2%
MCWS
112
McKinley Carter Wealth Services
West Virginia
$682K -$4.84K -94 -0.7%
AWS
113
Atria Wealth Solutions
New York
$675K -$18.4K -357 -3%
Lido Advisors
114
Lido Advisors
California
$646K +$75.1K +1,460 +13%
VFP
115
Verus Financial Partners
Virginia
$636K -$151K -2,899 -19%
KWA
116
Kingswood Wealth Advisors
California
$611K +$611K +11,875 New
UCFA
117
United Capital Financial Advisors
Texas
$609K +$4.53K +88 +0.7%
SC
118
Scotia Capital
Ontario, Canada
$608K +$124K +2,417 +26%
HighTower Advisors
119
HighTower Advisors
Illinois
$600K -$47.5K -923 -7%
ZIMP
120
Zimmermann Investment Management & Planning
Pennsylvania
$598K +$125K +2,426 +26%
MCIA
121
Mountain Capital Investment Advisors
Colorado
$582K -$11K -213 -2%
TWP
122
Tempus Wealth Planning
California
$580K -$14.8K -288 -2%
WAM
123
Worth Asset Management
Texas
$570K +$131K +2,539 +30%
Goldman Sachs
124
Goldman Sachs
New York
$564K +$124K +2,412 +28%
W
125
Wealthquest
Ohio
$558K +$2.37K +46 +0.4%
3 4
5
6 7