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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 %
MFGP
251
Marshall Financial Group (Pennsylvania)
Pennsylvania
$217K +$2.49K +42 +1%
LSPW
252
Lake Street Private Wealth
Illinois
$217K – – –
FA
253
Fermata Advisors
California
$214K – – –
FC
254
FCA Corp
Texas
$211K -$1.72K -29 -0.8%
AWM
255
Accurate Wealth Management
Florida
$209K -$45.2K -770 -18%
CWM
256
Congress Wealth Management
Massachusetts
$209K +$209K +3,527 New
IWP
257
Insight Wealth Partners
Texas
$207K +$207K +3,502 New
FAIM
258
Financial Advocates Investment Management
Washington
$207K +$207K +4,026 New
LMKC
259
L.M. Kohn & Company
Ohio
$204K +$204K +3,445 New
CFFP
260
Center for Financial Planning
Michigan
$197K +$1.48K +25 +0.8%
CWM
261
CarsonAllaria Wealth Management
Illinois
$177K +$1.13K +19 +0.6%
PA
262
Parallel Advisors
California
$166K +$829 +14 +0.5%
WWM
263
Wolff Wiese Magana
California
$146K +$178 +3 +0.1%
RWM
264
Reston Wealth Management
Virginia
$137K -$441K -7,454 -76%
CFGS
265
Concourse Financial Group Securities
Alabama
$110K – – –
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$102K -$3.73K -63 -4%
GWM
267
Geneos Wealth Management
Colorado
$100K – – –
SWM
268
Spire Wealth Management
Virginia
$100K – – –
Fidelity Investments
269
Fidelity Investments
Massachusetts
$81.6K +$59 +1 +0.1%
MWM
270
Mascoma Wealth Management
New Hampshire
$77.6K -$28.6K -482 -27%
ACA
271
Aptus Capital Advisors
Alabama
$76.9K +$58.1K +980 +308%
CFG
272
CKW Financial Group
Hawaii
$73K +$1.37K +23 +2%
CWC
273
Carolinas Wealth Consulting
North Carolina
$71.7K +$533 +9 +0.7%
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$70.5K – – –
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$69.5K +$69.5K +1,174 New
9 10
11
12 13