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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

341 hedge funds and large institutions have $784M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 135 increasing their positions, 122 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+4
Holders Change %
+1.19%
% of All Funds
4.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
28
Increased
135
Reduced
122
Closed
19
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
+$237K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$40.7M
2
GM
2
GeoWealth Management
Illinois
$10.2M
3
FFN
3
Focus Financial Network
Minnesota
$3.63M
4
RBA
4
Richard Bernstein Advisors
New York
$5.76M
5
LPL Financial
5
LPL Financial
California
$20.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$34.3M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$347K
4
LGA
4
Lebenthal Global Advisors
New York
$19.6M
5
RL
5
Retireful LLC
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Aquire Wealth Advisors
Utah
$262K +$10.3K +174 +4%
CCFM
227
Clear Creek Financial Management
Washington
$262K +$9.42K +159 +4%
GRP
228
Global Retirement Partners
California
$260K -$18.7K -315 -7%
CIAS
229
Capital Investment Advisory Services
North Carolina
$255K – – –
CWM
230
Chesapeake Wealth Management
Virginia
$255K – – –
RIL
231
Rothschild Investment LLC
Illinois
$255K – – –
WWM
232
Western Wealth Management
Colorado
$249K – – –
NCM
233
Narwhal Capital Management
Georgia
$249K – – –
EMAM
234
Encompass More Asset Management
California
$247K -$5.1K -86 -2%
CA
235
CoreCap Advisors
Michigan
$246K +$246K +4,160 New
SSC
236
Syverson Strege & Co
Iowa
$245K -$19K -321 -7%
SPIA
237
Steward Partners Investment Advisory
New York
$245K +$16.2K +273 +7%
ADL
238
Asset Dedication LLC
California
$243K – – –
SM
239
Sensible Money
Arizona
$243K – – –
E3F
240
Eight 31 Financial
Texas
$241K +$3.44K +58 +1%
BJL
241
Brighton Jones LLC
Washington
$240K +$770 +13 +0.3%
LWMNY
242
Landmark Wealth Management (New York)
New York
$238K +$238K +4,012 New
VFPW
243
Vantage Financial Partners (Wisconsin)
Wisconsin
$238K +$13.6K +230 +6%
JFG
244
JMG Financial Group
Illinois
$237K +$237K +3,996 New
BA
245
Bellwether Advisors
Nebraska
$235K +$17.5K +295 +8%
AFG
246
AFS Financial Group
Maryland
$228K – – –
SB
247
Strategic Blueprint
Georgia
$221K +$221K +3,730 New
SCM
248
Stonehearth Capital Management
Massachusetts
$219K +$219K +3,702 New
MCM
249
MAI Capital Management
Ohio
$219K -$14.3K -242 -6%
KIG
250
Kowal Investment Group
Wisconsin
$218K -$9.89K -167 -4%
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