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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 %
JFA
201
JNBA Financial Advisors
Minnesota
$159K +$722 +15 +0.5%
WWM
202
Wolff Wiese Magana
California
$156K +$528 +11 +0.3%
SAM
203
Strategic Asset Management
Minnesota
$154K – – –
NL
204
NVWM LLC
Pennsylvania
$153K +$38.9K +812 +34%
PA
205
Parallel Advisors
California
$139K – – –
BAM
206
Belpointe Asset Management
Nevada
$133K -$2.45K -51 -2%
CWM
207
CarsonAllaria Wealth Management
Illinois
$119K +$335 +7 +0.3%
JWBC
208
John W. Brooker & Co
California
$114K -$141K -2,955 -55%
IA
209
IFP Advisors
Florida
$102K – – –
TF
210
TimeScale Financial
Massachusetts
$95K -$14.9K -310 -14%
LPP
211
Life Planning Partners
Florida
$92K +$11K +230 +14%
CFGS
212
Concourse Financial Group Securities
Alabama
$89K – – –
SWM
213
Spire Wealth Management
Virginia
$86K +$48 +1 +0.1%
CAL
214
Capital Analysts LLC
Pennsylvania
$75K -$41.6K -862 -36%
TSWM
215
Tyler-Stone Wealth Management
Ohio
$72K – – –
CWC
216
Carolinas Wealth Consulting
North Carolina
$65K -$34.3K -710 -35%
SWA
217
SOA Wealth Advisors
New York
$62K -$13.5K -286 -18%
AAP
218
Arax Advisory Partners
Colorado
$51K +$6.38K +134 +14%
BHWM
219
Bay Harbor Wealth Management
Maryland
$49K +$192 +4 +0.4%
AWM
220
AllSquare Wealth Management
New York
$45K – – –
AA
221
Ancora Advisors
Ohio
$44K – – –
CWP
222
Concord Wealth Partners
Virginia
$41K -$103K -2,133 -71%
TFGT
223
TS Financial Group (TSFG)
Illinois
$41K – – –
OC
224
Oakworth Capital
Alabama
$40K – – –
FHA
225
First Horizon Advisors
Tennessee
$37K +$37K +772 New
7 8
9
10 11