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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

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
California
+$56.4M
2
Wells Fargo
Wells Fargo
California
+$24.3M
3
RJA
Raymond James & Associates
Florida
+$16.9M
4
WA
WestEnd Advisors
North Carolina
+$15.3M
5
Bank of America
Bank of America
North Carolina
+$10.7M

Top Sellers

1
SWPG
Strategic Wealth Partners Group
Illinois
-$7.6M
2
Jane Street
Jane Street
New York
-$5.17M
3
IPW
IronBridge Private Wealth
Texas
-$5.08M
4
AI
Atria Investments
North Carolina
-$4.86M
5
CWA
Consilium Wealth Advisory
Texas
-$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
176
Qube Research & Technologies (QRT)
United Kingdom
$248K +$248K +5,168 New
MPPLM
177
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$246K +$35.7K +745 +17%
JCM
178
Jacobsen Capital Management
Utah
$244K +$625 +13 +0.3%
F
179
F3Logic
Minnesota
$242K +$7.09K +148 +3%
AWM
180
Axxcess Wealth Management
California
$241K +$240 +5 +0.1%
RIL
181
Rothschild Investment LLC
Illinois
$240K – – –
CRC
182
Curi RMB Capital
Illinois
$240K – – –
OAM
183
Occidental Asset Management
California
$240K – – –
BA
184
Bellwether Advisors
Nebraska
$238K +$192K +4,020 +422%
HPC
185
HM Payson & Co
Maine
$236K – – –
CF
186
Centaurus Financial
California
$235K -$12.8K -267 -5%
CIAS
187
Capital Investment Advisory Services
North Carolina
$233K +$240 +5 +0.1%
SFG
188
Sovereign Financial Group
Connecticut
$223K -$395K -8,249 -64%
IF
189
Intrua Financial
Texas
$223K -$4.08K -85 -2%
ARC
190
Advisor Resource Council
Texas
$218K -$508K -10,565 -70%
BOPW
191
Brandywine Oak Private Wealth
Pennsylvania
$216K -$239 -5 -0.1%
CWA
192
Clarity Wealth Advisors
California
$216K +$216K +4,517 New
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$215K +$178K +3,719 +486%
CAWM
194
Capital Advisors Wealth Management
Washington
$210K +$527 +11 +0.3%
CWP
195
Corepath Wealth Partners
Arizona
$208K -$28.9K -613 -12%
MWM
196
Modera Wealth Management
New Jersey
$205K -$50.8K -1,059 -20%
SCM
197
Stonehearth Capital Management
Massachusetts
$203K -$5.77K -120 -3%
NCM
198
Narwhal Capital Management
Georgia
$202K – – –
AWA
199
Acorn Wealth Advisors
Michigan
$201K -$384 -8 -0.2%
COCM
200
Charter Oak Capital Management
New Hampshire
$161K – – –
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