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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

337 hedge funds and large institutions have $747M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+11
Holders Change %
+3.37%
% of All Funds
4.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
41
Increased
106
Reduced
129
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$17.2M
2
LGA
Lebenthal Global Advisors
New York
$20.4M
3
FIA
Foundations Investment Advisors
Arizona
$10.1M
4
OCM
One Capital Management
California
$9.13M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.64M

Top Sellers

1
GAA
Global Assets Advisory
Florida
$1.14M
2
GM
GeoWealth Management
Illinois
$4.23M
3
Ameriprise
Ameriprise
Minnesota
$3.12M
4
RBA
Richard Bernstein Advisors
New York
$3.25M
5
AssetMark Inc
AssetMark Inc
California
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
226
Jane Street
New York
$252K -$3.97M -70,524 -94%
SSC
227
Syverson Strege & Co
Iowa
$251K -$171K -3,042 -41%
AWM
228
Accurate Wealth Management
Florida
$248K +$248K +4,330 New
CIAS
229
Capital Investment Advisory Services
North Carolina
$243K – – –
CWM
230
Chesapeake Wealth Management
Virginia
$242K +$19.4K +345 +9%
RIL
231
Rothschild Investment LLC
Illinois
$242K – – –
WIA
232
World Investment Advisors
California
$241K – – –
CCFM
233
Clear Creek Financial Management
Washington
$240K -$2.99K -53 -1%
EMAM
234
Encompass More Asset Management
California
$240K -$2.53K -45 -1%
AWA
235
Aquire Wealth Advisors
Utah
$239K +$13K +231 +6%
MLFP
236
MPS Loria Financial Planners
Illinois
$238K +$238K +4,233 New
TSWM
237
Tyler-Stone Wealth Management
Ohio
$238K -$4.62K -82 -2%
WWM
238
Western Wealth Management
Colorado
$237K -$177K -3,143 -43%
NCM
239
Narwhal Capital Management
Georgia
$237K – – –
SM
240
Sensible Money
Arizona
$231K – – –
ADL
241
Asset Dedication LLC
California
$231K – – –
BJL
242
Brighton Jones LLC
Washington
$227K +$338 +6 +0.1%
E3F
243
Eight 31 Financial
Texas
$226K -$26.5K -471 -10%
MCM
244
MAI Capital Management
Ohio
$222K -$620 -11 -0.3%
RIA
245
Realta Investment Advisors
Delaware
$221K -$6.03K -107 -3%
SPIA
246
Steward Partners Investment Advisory
New York
$217K +$217K +3,860 New
KIG
247
Kowal Investment Group
Wisconsin
$217K -$89.8K -1,595 -29%
AFG
248
AFS Financial Group
Maryland
$217K – – –
Comerica Bank
249
Comerica Bank
Texas
$216K -$143K -2,533 -40%
VFPW
250
Vantage Financial Partners (Wisconsin)
Wisconsin
$213K +$213K +3,786 New
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10
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