iShares Core 60/40 Balanced Allocation ETF
272 hedge funds and large institutions have $752M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-11
Holders Change %
-3.89%
% of All Funds
4.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
24
Increased
104
Reduced
95
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$56.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$24.3M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$16.9M |
| 4 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$15.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.7M |
Top Sellers
| 1 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$7.6M |
| 2 |
Jane Street
New York
|
-$5.17M |
| 3 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$5.08M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.86M |
| 5 |
CWA
Consilium Wealth Advisory
Richardson,
Texas
|
-$3.42M |
