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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.

New
Increased
Maintained
Reduced
Closed
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 %
CFA
126
Camarda Financial Advisors
Florida
$557K +$63.4K +1,232 +13%
RAG
127
RIA Advisory Group
Iowa
$557K -$6.64K -129 -1%
RWM
128
Reston Wealth Management
Virginia
$554K +$55.3K +1,074 +11%
BFG
129
Buttonwood Financial Group
Missouri
$552K -$18.6K -359 -3%
VA
130
Valmark Advisers
Ohio
$546K +$199K +3,870 +57%
Citadel Advisors
131
Citadel Advisors
Florida
$541K -$70.3K -1,366 -11%
SL
132
Sentinus LLC
Illinois
$528K -$2.52K -49 -0.5%
TGAM
133
TBH Global Asset Management
Tennessee
$524K +$524K +10,194 New
WC
134
Waterloo Capital
Texas
$514K +$283K +5,508 +123%
PFS
135
Prospera Financial Services
Texas
$512K +$144K +2,800 +39%
HWM
136
Heirloom Wealth Management
Colorado
$493K +$19K +370 +4%
BFA
137
Beacon Financial Advisory
Ohio
$492K – – –
RWP
138
RWA Wealth Partners
Massachusetts
$488K -$40.5K -788 -8%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$482K -$29.8K -580 -6%
GCM
140
Gallacher Capital Management
Colorado
$479K -$79K -1,535 -14%
SSC
141
Syverson Strege & Co
Iowa
$478K -$29.9K -581 -6%
IF
142
Intrua Financial
Texas
$473K +$10.3K +200 +2%
FWM
143
FFT Wealth Management
Pennsylvania
$460K +$29.3K +570 +7%
EAMA
144
EFG Asset Management (Americas)
Florida
$460K +$460K +8,933 New
ECI
145
EFG Capital International
Florida
$460K +$460K +8,933 New
BRM
146
Boston Research & Management
Massachusetts
$453K -$7.96K -155 -2%
GIA
147
Gladstone Institutional Advisory
Florida
$452K – – –
GCM
148
G2 Capital Management
Ohio
$448K -$124K -2,418 -22%
BPA
149
Beacon Pointe Advisors
California
$447K +$3.19K +62 +0.7%
HSWM
150
Hubbell Strickland Wealth Management
Louisiana
$446K +$2.37K +46 +0.5%
4 5
6
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