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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 %
PA
176
PFG Advisors
Arizona
$311K -$176K -3,414 -36%
FC
177
FCA Corp
Texas
$307K – – –
KOC
178
Koss-Olinger Consulting
Florida
$307K -$2.26K -44 -0.7%
DP
179
Divergent Planning
Maryland
$305K -$360 -7 -0.1%
PSCM
180
Per Stirling Capital Management
Texas
$303K +$2.11K +41 +0.7%
SG
181
StoneX Group
New York
$295K -$180K -3,501 -38%
VHAM
182
Van Hulzen Asset Management
California
$295K +$3.5K +68 +1%
HWM
183
Howard Wealth Management
Connecticut
$286K +$7.98K +155 +3%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$284K -$1.85K -36 -0.6%
BSWM
185
Boston Standard Wealth Management
Massachusetts
$283K +$11.9K +232 +4%
CA
186
Cetera Advisors
Colorado
$281K +$463 +9 +0.2%
CFG
187
CKW Financial Group
Hawaii
$278K +$5.6K +109 +2%
TW
188
TrinityPoint Wealth
Connecticut
$278K +$278K +5,400 New
DC
189
Davenport & Co
Virginia
$272K -$1.54K -30 -0.6%
EH
190
Equitable Holdings
New York
$267K -$10.9K -211 -4%
MWM
191
Modera Wealth Management
New Jersey
$266K +$266K +5,175 New
CWP
192
Corepath Wealth Partners
Arizona
$259K +$16K +308 +7%
CAM
193
Carret Asset Management
New York
$258K -$77.2K -1,500 -23%
RIL
194
Rothschild Investment LLC
Illinois
$257K – – –
SFM
195
Signet Financial Management
New Jersey
$255K -$309 -6 -0.1%
HPC
196
HM Payson & Co
Maine
$250K – – –
CIAS
197
Capital Investment Advisory Services
North Carolina
$244K -$3.24K -63 -1%
SFG
198
Sovereign Financial Group
Connecticut
$240K – – –
CAWM
199
Capital Advisors Wealth Management
Washington
$238K +$2.37K +46 +1%
Mariner
200
Mariner
Kansas
$235K -$55.5K -1,078 -19%
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