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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 %
SFWA
151
Summit Financial Wealth Advisors
Louisiana
$436K – – –
RBFC
152
Roman Butler Fullerton & Co
Missouri
$420K – – –
EA
153
Efficient Advisors
Ohio
$411K -$8.03K -156 -2%
CF
154
Corrigan Financial
Rhode Island
$409K -$40.1K -780 -9%
GC
155
Gould Capital
Washington
$407K – – –
KPWS
156
Kestra Private Wealth Services
Texas
$392K +$392K +7,628 New
CC
157
Cypress Capital
Tennessee
$392K – – –
CWM
158
C2C Wealth Management
Arizona
$387K – – –
AWM
159
Avior Wealth Management
Nebraska
$385K +$309 +6 +0.1%
AFP
160
Ausdal Financial Partners
Iowa
$384K +$3.4K +66 +0.9%
WWM
161
Western Wealth Management
Colorado
$377K -$66.9K -1,300 -15%
Cerity Partners
162
Cerity Partners
New York
$372K +$372K +7,237 New
JPMorgan Chase & Co
163
JPMorgan Chase & Co
New York
$371K -$387K -7,522 -51%
OGF
164
Orin Green Financial
California
$370K +$14.3K +278 +4%
GWCM
165
Godshalk Welsh Capital Management
Pennsylvania
$365K +$11.7K +227 +3%
ACA
166
Atlas Capital Advisors
Wyoming
$354K +$354K +6,886 New
AF
167
Affiance Financial
Minnesota
$351K -$18.3K -355 -5%
CCM
168
Canal Capital Management
Virginia
$351K -$5.97K -116 -2%
AAS
169
Ameritas Advisory Services
Nebraska
$344K -$19.4K -383 -5%
HIA
170
Harbor Investment Advisory
Maryland
$343K +$3.55K +69 +1%
NA
171
NewEdge Advisors
Louisiana
$342K +$275K +5,339 +408%
RFN
172
RDA Financial Network
Iowa
$332K +$51 +1 +0%
MWM
173
Mascoma Wealth Management
New Hampshire
$328K -$75.5K -1,474 -19%
GFA
174
Gallagher Fiduciary Advisors
Illinois
$325K +$20.2K +392 +7%
VWM
175
Venturi Wealth Management
Texas
$312K +$34K +660 +12%
5 6
7
8 9