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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$79.4M 1,544,196 +11,252 +0.7%
Bank of America
2
Bank of America
North Carolina
$68.3M 1,327,030 -39,453 -3%
Wells Fargo
3
Wells Fargo
California
$28.4M 551,489 -83,224 -13%
AL
4
Aspiriant LLC
California
$25M 485,985 +14,519 +3%
AssetMark Inc
5
AssetMark Inc
California
$17.7M 344,745 -271 -0.1%
SWPG
6
Strategic Wealth Partners Group
Illinois
$17.3M 335,413 -3,140 -0.9%
Osaic Holdings
7
Osaic Holdings
Arizona
$16.5M 320,350 +7,864 +3%
CWA
8
Consilium Wealth Advisory
Texas
$15.5M 300,984 +170,309 +130%
LPL Financial
9
LPL Financial
California
$14.4M 280,306 +8,836 +3%
Morgan Stanley
10
Morgan Stanley
New York
$11.5M 224,077 -110,648 -33%
WA
11
Waverly Advisors
Alabama
$9.73M 189,111 +866 +0.5%
UBS Group
12
UBS Group
Switzerland
$9.35M 181,743 +14,354 +9%
BIA
13
Bell Investment Advisors
California
$9.05M 175,990 -35,043 -17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.8M 171,018 -31,184 -15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.75M 170,110 -4,012 -2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$8.72M 168,971 +141,943 +525%
KAS
17
Kestra Advisory Services
Texas
$8.67M 168,506 -14,989 -8%
BCM
18
BlueCrest Capital Management
Jersey
$7.43M 144,444 +108,900 +306%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.38M 143,373 +823 +0.6%
BWP
20
BSW Wealth Partners
Colorado
$7.26M 141,069 +11,701 +9%
ACP
21
Aveo Capital Partners
Colorado
$6.69M 129,970 +183 +0.1%
Truist Financial
22
Truist Financial
North Carolina
$6.14M 119,384 -21,332 -15%
RBA
23
Richard Bernstein Advisors
New York
$5.44M 105,680 -55,543 -34%
TPWA
24
TRUE Private Wealth Advisors
Oregon
$5.06M 98,323 +6,723 +7%
UW
25
Unique Wealth
Florida
$4.47M 86,784 +2,566 +3%
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