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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

326 hedge funds and large institutions have $749M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-13
Holders Change %
-3.83%
% of All Funds
4.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
110
Reduced
129
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
Global Assets Advisory
Florida
$21.5M
2
GM
GeoWealth Management
Illinois
$13.3M
3
AssetMark Inc
AssetMark Inc
California
$21.3M
4
FFN
Focus Financial Network
Minnesota
$3.19M
5
RL
Retireful LLC
Michigan
$2.81M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$22.7M
2
RJA
Raymond James & Associates
Florida
$2.78M
3
Morgan Stanley
Morgan Stanley
New York
$17.7M
4
MFIM
Mesirow Financial Investment Management
Illinois
$34.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
326
Horizon Financial Services
North Carolina
$612 +$612 +11 New
CIAS
327
CBIZ Investment Advisory Services
Ohio
$223 +$223 +4 New
MSG
328
Main Street Group
Virginia
$55 – – –
Victory Capital Management
329
Victory Capital Management
Texas
– -$7.12M -133,818 Closed
VAS
330
Vestmark Advisory Solutions
Massachusetts
– -$3.31M -62,257 Closed
TB
331
Treynor Bancshares
Iowa
– -$1.97M -37,027 Closed
Citadel Advisors
332
Citadel Advisors
Florida
– -$779K -14,647 Closed
SAG
333
SageView Advisory Group
California
– -$700K -13,103 Closed
DADC
334
D.A. Davidson & Co
Montana
– -$527K -9,903 Closed
EAMA
335
EFG Asset Management (Americas)
Florida
– -$486K -9,131 Closed
HFS
336
Hantz Financial Services
Michigan
– -$476K -8,952 Closed
TSS
337
Two Sigma Securities
New York
– -$438K -8,229 Closed
ZIM
338
Zacks Investment Management
Illinois
– -$427K -8,032 Closed
CWM
339
C2C Wealth Management
Arizona
– -$404K -7,575 Closed
KOC
340
Koss-Olinger Consulting
Florida
– -$318K -5,971 Closed
KeyBank National Association
341
KeyBank National Association
Ohio
– -$309K -5,800 Closed
CWP
342
Corepath Wealth Partners
Arizona
– -$303K -5,787 Closed
CSPIA
343
Cary Street Partners Investment Advisory
Virginia
– -$285K -5,360 Closed
TGAM
344
TBH Global Asset Management
Tennessee
– -$273K -5,125 Closed
PAS
345
Park Avenue Securities
New York
– -$255K -4,785 Closed
CAWM
346
Capital Advisors Wealth Management
Washington
– -$250K -4,694 Closed
RIM
347
Redwood Investment Management
Arizona
– -$249K -4,673 Closed
FSG
348
Financial Strategies Group
Michigan
– -$233K -4,392 Closed
CCA
349
Cora Capital Advisors
New Jersey
– -$233K -4,385 Closed
IA
350
IFG Advisory
Georgia
– -$220K -4,144 Closed
11 12 13
14
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