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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 %
Jones Financial Companies
276
Jones Financial Companies
Missouri
$68.8K +$57.5K +969 +507%
AAP
277
Arax Advisory Partners
Colorado
$65.2K -$7.23K -122 -10%
JIP
278
Jaffetilchin Investment Partners
Florida
$62.8K +$62.8K +1,059 New
BHWM
279
Bay Harbor Wealth Management
Maryland
$62.6K – – –
CIA
280
Cape Investment Advisory
Georgia
$59.2K – – –
AWM
281
AllSquare Wealth Management
New York
$53.5K – – –
AI
282
Arvest Investments
Arkansas
$52.3K – – –
CWP
283
Concord Wealth Partners
Virginia
$50.8K -$119 -2 -0.2%
OC
284
Oakworth Capital
Alabama
$50.4K – – –
EWP
285
Elevation Wealth Partners
California
$48.4K +$355 +6 +0.7%
JFA
286
JNBA Financial Advisors
Minnesota
$45K -$5.63K -95 -11%
OP
287
ORG Partners
Indiana
$43.7K +$238 +4 +0.5%
TCG
288
Transcendent Capital Group
Oklahoma
$43K – – –
HWP
289
Highline Wealth Partners
California
$41K +$59 +1 +0.1%
SWA
290
SOA Wealth Advisors
New York
$40K -$25K -422 -38%
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$39.1K -$29K -490 -43%
NP
292
NorthRock Partners
Minnesota
$36.3K – – –
TWC
293
TD Waterhouse Canada
Ontario, Canada
$36K -$177 -3 -0.5%
EWM
294
EPG Wealth Management
Georgia
$35.5K +$35.5K +600 New
DFA
295
DHJJ Financial Advisors
Illinois
$35.2K -$592 -10 -2%
WTC
296
WhitTier Trust Company
Nevada
$33.4K +$33.4K +564 New
IA
297
IFP Advisors
Florida
$33.2K -$8.25K -139 -20%
APC
298
Aspire Private Capital
North Carolina
$33K -$2.37K -40 -7%
MIA
299
Milestone Investment Advisors
Wisconsin
$32.9K – – –
HGA
300
Hobbs Group Advisors
South Carolina
$32.3K +$32.3K +545 New
10 11
12
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