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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 %
EWM
301
Evermay Wealth Management
Virginia
$30.5K – – –
MIM
302
Macroview Investment Management
Maryland
$29.1K +$237 +4 +0.8%
TFGT
303
TS Financial Group (TSFG)
Illinois
$29K – – –
AA
304
Ancora Advisors
Ohio
$24.6K -$28.4K -480 -54%
SC
305
SouthState Corp
Florida
$23.1K – – –
FCMT
306
Founders Capital Management (Texas)
Texas
$22K +$1.9K +32 +9%
S
307
SignatureFD
Georgia
$20.9K – – –
VWWMG
308
Vermillion & White Wealth Management Group
Pennsylvania
$18.2K – – –
FWM
309
FSA Wealth Management
Massachusetts
$18K +$18K +304 New
MA
310
MCF Advisors
Kentucky
$16.1K – – –
HFS
311
Hantz Financial Services
Michigan
$14K -$37.6K -647 -73%
ACA
312
American Capital Advisory
Idaho
$13.9K -$85.7K -1,447 -86%
FFA
313
Farther Finance Advisors
California
$13.8K +$7.63K +129 +123%
PWA
314
Provenance Wealth Advisors
Florida
$13.8K – – –
OC
315
Oarsman Capital
Wisconsin
$13.7K +$13.7K +232 New
AIC
316
Archer Investment Corporation
Indiana
$12.7K – – –
US Bancorp
317
US Bancorp
Minnesota
$11.8K – – –
SWM
318
Sanctuary Wealth Management
Idaho
$11.6K – – –
ME
319
McIlrath & Eck
Washington
$11.3K +$4.87K +82 +76%
GSEP
320
Golden State Equity Partners
California
$10.6K +$10.6K +179 New
DAM
321
Delta Asset Management
Tennessee
$10.1K -$4.15K -70 -29%
LC
322
Lindbrook Capital
California
$8.89K – – –
PAG
323
Paladin Advisory Group
Iowa
$8.18K +$8.18K +138 New
PCMC
324
Planning Capital Management Corporation
Pennsylvania
$7.54K +$59 +1 +0.8%
BFS
325
Burkett Financial Services
South Carolina
$6.57K -$28.1K -474 -81%
11 12
13
14 15