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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 %
TFGT
301
TS Financial Group (TSFG)
Illinois
$28K +$12.9K +225 +85%
MIM
302
Macroview Investment Management
Maryland
$27.4K +$113 +2 +0.4%
IGWM
303
ICA Group Wealth Management
Colorado
$24.4K – – –
SC
304
SouthState Corp
Florida
$22K – – –
S
305
SignatureFD
Georgia
$19.9K – – –
FCMT
306
Founders Capital Management (Texas)
Texas
$19.1K – – –
ACA
307
Aptus Capital Advisors
Alabama
$17.9K -$507 -9 -3%
VWWMG
308
Vermillion & White Wealth Management Group
Pennsylvania
$17.3K – – –
MA
309
MCF Advisors
Kentucky
$15.3K – – –
DAM
310
Delta Asset Management
Tennessee
$13.5K -$1.41K -25 -9%
PWA
311
Provenance Wealth Advisors
Florida
$13.1K – – –
AIC
312
Archer Investment Corporation
Indiana
$12.1K – – –
US Bancorp
313
US Bancorp
Minnesota
$11.3K – – –
SWM
314
Sanctuary Wealth Management
Idaho
$11K – – –
Jones Financial Companies
315
Jones Financial Companies
Missouri
$10.7K +$10.7K +191 New
IFAM
316
Institutional & Family Asset Management
Colorado
$8.45K – – –
LC
317
Lindbrook Capital
California
$8.45K – – –
PCMC
318
Planning Capital Management Corporation
Pennsylvania
$7.12K – – –
SC
319
Stephens Consulting
Michigan
$6.2K – – –
ME
320
McIlrath & Eck
Washington
$6.06K +$449 +8 +8%
FFA
321
Farther Finance Advisors
California
$5.92K +$3.66K +65 +163%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$5.63K – – –
TF
323
Tompkins Financial
New York
$4.11K – – –
RCM
324
Rain Capital Management
Oregon
$3.67K -$56 -1 -1%
NSIM
325
North Star Investment Management
Illinois
$2.37K – – –
11 12
13
14 15