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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

297 hedge funds and large institutions have $827M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+34
Holders Change %
+12.93%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
57
Increased
125
Reduced
69
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$106M
2
UBS Group
UBS Group
Switzerland
$32M
3
WA
WestEnd Advisors
North Carolina
$18.5M
4
GM
GeoWealth Management
Illinois
$18.6M
5
RJA
Raymond James & Associates
Florida
$12.5M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.34M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.39M
4
SWPG
Strategic Wealth Partners Group
Illinois
$37M
5
LIA
LBMC Investment Advisors
Tennessee
$4.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWCM
176
Godshalk Welsh Capital Management
Pennsylvania
$308K +$6K +105 +2%
TA
177
Tiedemann Advisors
New York
$301K – – –
OAM
178
Occidental Asset Management
California
$299K -$8.26K -145 -3%
CF
179
Centaurus Financial
California
$299K +$121K +2,118 +68%
GC
180
Gould Capital
Washington
$298K +$298K +5,220 New
FC
181
FCA Corp
Texas
$294K +$294K +5,144 New
BSWM
182
Boston Standard Wealth Management
Massachusetts
$287K +$3.08K +54 +1%
CRC
183
Curi RMB Capital
Illinois
$285K – – –
RIL
184
Rothschild Investment LLC
Illinois
$285K – – –
HWM
185
Howard Wealth Management
Connecticut
$284K +$7.52K +132 +3%
AWM
186
Axxcess Wealth Management
California
$283K +$283K +4,954 New
TF
187
TimeScale Financial
Massachusetts
$281K -$86.8K -1,519 -24%
HPC
188
HM Payson & Co
Maine
$281K +$281K +4,922 New
CIAS
189
Capital Investment Advisory Services
North Carolina
$277K – – –
IF
190
Intrua Financial
Texas
$276K – – –
TPA
191
Trivium Point Advisory
Connecticut
$275K +$571 +10 +0.2%
CWP
192
Corepath Wealth Partners
Arizona
$275K +$22.7K +402 +9%
MPPLM
193
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$270K -$10.6K -185 -4%
VAS
194
Vestmark Advisory Solutions
Massachusetts
$270K +$270K +4,737 New
SCM
195
Stonehearth Capital Management
Massachusetts
$262K +$47.5K +832 +22%
CL
196
COWA LLC
Oklahoma
$254K +$285 +5 +0.1%
SFG
197
Snider Financial Group
Washington
$252K +$252K +4,409 New
CFG
198
CKW Financial Group
Hawaii
$250K -$18.7K -326 -7%
CAWM
199
Capital Advisors Wealth Management
Washington
$250K -$10.5K -184 -4%
BOPW
200
Brandywine Oak Private Wealth
Pennsylvania
$247K -$12.2K -214 -5%
6 7
8
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