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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 %
CFD
326
Creative Financial Designs
Indiana
$1.97K – – –
CHC
327
City Holding Co
West Virginia
$1.97K +$1.97K +35 New
EWA
328
EverSource Wealth Advisors
Alabama
$1.71K +$685 +12 +67%
RDIA
329
RE Dickinson Investment Advisors
Iowa
$1.58K – – –
CP
330
Castleview Partners
Texas
$1.35K – – –
CAS
331
Coppell Advisory Solutions
Texas
$1.3K +$1.3K +23 New
WOSD
332
WFA of San Diego
California
$1.13K +$1.13K +20 New
HGERS
333
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
OWA
334
Opal Wealth Advisors
New York
$789 +$789 +14 New
TRCT
335
Tower Research Capital (TRC)
New York
$788 -$17.7K -314 -96%
HFS
336
Horizon Financial Services
North Carolina
$620 – – –
CIAS
337
CBIZ Investment Advisory Services
Ohio
$225 – – –
MSG
338
Main Street Group
Virginia
$56 – – –
FFN
339
Focus Financial Network
Minnesota
– -$3.19M -59,710 Closed
Goldman Sachs
340
Goldman Sachs
New York
– -$1.04M -18,649 Closed
LNC
341
Lincoln National Corp
Pennsylvania
– -$802K -14,410 Closed
KWA
342
Kingswood Wealth Advisors
California
– -$640K -11,500 Closed
MWM
343
Mission Wealth Management
California
– -$633K -11,369 Closed
MML Investors Services
344
MML Investors Services
Massachusetts
– -$471K -8,453 Closed
RBFC
345
Roman Butler Fullerton & Co
Missouri
– -$386K -7,190 Closed
HF
346
HRT Financial
New York
– -$294K -5,298 Closed
BI
347
Berkeley Inc
Idaho
– -$258K -4,629 Closed
VFP
348
Verus Financial Partners
Virginia
– -$249K -4,476 Closed
CCWM
349
Cassaday & Co Wealth Management
Virginia
– -$244K -4,378 Closed
LWMNY
350
Landmark Wealth Management (New York)
New York
– -$241K -4,322 Closed
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