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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

326 hedge funds and large institutions have $749M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-13
Holders Change %
-3.83%
% of All Funds
4.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
110
Reduced
129
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
Global Assets Advisory
Florida
$21.5M
2
GM
GeoWealth Management
Illinois
$13.3M
3
AssetMark Inc
AssetMark Inc
California
$21.3M
4
FFN
Focus Financial Network
Minnesota
$3.19M
5
RL
Retireful LLC
Michigan
$2.81M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$22.7M
2
RJA
Raymond James & Associates
Florida
$2.78M
3
Morgan Stanley
Morgan Stanley
New York
$17.7M
4
MFIM
Mesirow Financial Investment Management
Illinois
$34.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$261K +$223 +4 +0.1%
SFG
227
Sovereign Financial Group
Connecticut
$259K – – –
BI
228
Berkeley Inc
Idaho
$258K -$24.1K -432 -9%
IAIM
229
International Assets Investment Management
Florida
$254K +$17.5K +315 +7%
E3F
230
Eight 31 Financial
Texas
$250K +$250K +4,489 New
VFP
231
Verus Financial Partners
Virginia
$249K -$386K -6,940 -61%
CCWM
232
Cassaday & Co Wealth Management
Virginia
$244K – – –
LWMNY
233
Landmark Wealth Management (New York)
New York
$241K -$68.1K -1,221 -22%
CCFM
234
Clear Creek Financial Management
Washington
$240K -$20K -360 -8%
TSWM
235
Tyler-Stone Wealth Management
Ohio
$240K +$6.74K +121 +3%
CIAS
236
Capital Investment Advisory Services
North Carolina
$240K -$24.6K -441 -9%
EMAM
237
Encompass More Asset Management
California
$239K -$284K -5,104 -54%
RIL
238
Rothschild Investment LLC
Illinois
$239K – – –
WIA
239
World Investment Advisors
California
$238K – – –
AWA
240
Archvest Wealth Advisors
California
$237K +$12.7K +229 +6%
FAIM
241
Financial Advocates Investment Management
Washington
$235K +$235K +2,576 New
NCM
242
Narwhal Capital Management
Georgia
$234K – – –
SM
243
Sensible Money
Arizona
$228K – – –
ADL
244
Asset Dedication LLC
California
$228K – – –
BWG
245
Balanced Wealth Group
Ohio
$227K -$161K -2,920 -42%
RIA
246
Realta Investment Advisors
Delaware
$224K +$224K +4,029 New
BJL
247
Brighton Jones LLC
Washington
$224K -$256K -4,598 -53%
AWA
248
Aquire Wealth Advisors
Utah
$224K +$7.18K +129 +3%
CWM
249
Chesapeake Wealth Management
Virginia
$220K – – –
CA
250
CoreCap Advisors
Michigan
$220K +$220K +3,959 New
8 9
10
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