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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 %
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$64.8K +$27.6K +490 +74%
SWA
277
SOA Wealth Advisors
New York
$61.8K -$901 -16 -1%
BHWM
278
Bay Harbor Wealth Management
Maryland
$59.5K – – –
CIA
279
Cape Investment Advisory
Georgia
$56.3K – – –
AWM
280
AllSquare Wealth Management
New York
$50.9K – – –
AA
281
Ancora Advisors
Ohio
$50.5K – – –
HFS
282
Hantz Financial Services
Michigan
$50K +$50K +888 New
AI
283
Arvest Investments
Arkansas
$49.7K – – –
CWP
284
Concord Wealth Partners
Virginia
$48.4K -$113 -2 -0.2%
JFA
285
JNBA Financial Advisors
Minnesota
$48.2K +$169 +3 +0.4%
OC
286
Oakworth Capital
Alabama
$47.9K – – –
EWP
287
Elevation Wealth Partners
California
$45.7K +$225 +4 +0.5%
OP
288
ORG Partners
Indiana
$41.2K +$41.2K +731 New
TCG
289
Transcendent Capital Group
Oklahoma
$40.9K +$169 +3 +0.4%
IA
290
IFP Advisors
Florida
$39.4K -$13.2K -234 -25%
HWP
291
Highline Wealth Partners
California
$38.9K +$56 +1 +0.1%
RFG
292
RFP Financial Group
Georgia
$37.2K – – –
NP
293
NorthRock Partners
Minnesota
$34.5K +$23K +408 +200%
TWC
294
TD Waterhouse Canada
Ontario, Canada
$34.4K +$34.4K +612 New
DFA
295
DHJJ Financial Advisors
Illinois
$34.1K – – –
APC
296
Aspire Private Capital
North Carolina
$33.6K -$2.65K -47 -7%
BFS
297
Burkett Financial Services
South Carolina
$33K +$2.37K +42 +8%
MIA
298
Milestone Investment Advisors
Wisconsin
$31.3K -$6.87K -122 -18%
EWM
299
Evermay Wealth Management
Virginia
$28.9K – – –
IWP
300
IAG Wealth Partners
Wisconsin
$28.2K +$28.2K +500 New
10 11
12
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