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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 %
BA
251
Bellwether Advisors
Nebraska
$207K +$207K +3,672 New
RVPG
252
Relative Value Partners Group
$206K -$882K -15,657 -81%
LSPW
253
Lake Street Private Wealth
Illinois
$206K -$282 -5 -0.1%
MFGP
254
Marshall Financial Group (Pennsylvania)
Pennsylvania
$204K +$204K +3,624 New
FA
255
Fermata Advisors
California
$204K – – –
MWM
256
Mosley Wealth Management
California
$204K +$204K +3,615 New
FC
257
FCA Corp
Texas
$202K +$202K +3,586 New
CFFP
258
Center for Financial Planning
Michigan
$186K +$186K +3,295 New
CWM
259
CarsonAllaria Wealth Management
Illinois
$167K +$8.96K +159 +6%
PA
260
Parallel Advisors
California
$157K +$451 +8 +0.3%
WWM
261
Wolff Wiese Magana
California
$139K – – –
EWM
262
EPG Wealth Management
Georgia
$116K -$114K -2,054 Closed
CFGS
263
Concourse Financial Group Securities
Alabama
$105K -$34.9K -620 -25%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$101K -$12K -213 -11%
MWM
265
Mascoma Wealth Management
New Hampshire
$101K -$81.1K -1,440 -45%
GWM
266
Geneos Wealth Management
Colorado
$95.4K – – –
SWM
267
Spire Wealth Management
Virginia
$95.2K – – –
ACA
268
American Capital Advisory
Idaho
$89.5K -$4.95K -93 -5%
UWS
269
Unique Wealth Strategies
Illinois
$80.5K +$80.5K +1,446 New
Fidelity Investments
270
Fidelity Investments
Massachusetts
$77.6K -$56 -1 -0.1%
NRC
271
New Republic Capital
North Carolina
$76.5K +$76.5K +1,358 New
AAP
272
Arax Advisory Partners
Colorado
$68.9K +$7.16K +127 +12%
CFG
273
CKW Financial Group
Hawaii
$68K -$262K -4,633 -79%
CWC
274
Carolinas Wealth Consulting
North Carolina
$67.7K -$450 -8 -0.7%
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$67.5K – – –
9 10
11
12 13