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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 %
SC
326
Stephens Consulting
Michigan
$6.52K – – –
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$5.9K – – –
IAIM
328
International Assets Investment Management
Florida
$4.17K +$4.09K +242,206 +5,281%
NSIM
329
North Star Investment Management
Illinois
$2.51K – – –
CHC
330
City Holding Co
West Virginia
$2.07K – – –
CFD
331
Creative Financial Designs
Indiana
$2.07K – – –
RDIA
332
RE Dickinson Investment Advisors
Iowa
$1.66K – – –
TRCT
333
Tower Research Capital (TRC)
New York
$1.42K +$593 +10 +71%
CAS
334
Coppell Advisory Solutions
Texas
$1.36K – – –
DWM
335
Darwin Wealth Management
Florida
$1.3K +$1.3K +22 New
WOSD
336
WFA of San Diego
California
$1.19K – – –
HGERS
337
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
EWA
338
EverSource Wealth Advisors
Alabama
$711 -$1.07K -18 -60%
HFS
339
Horizon Financial Services
North Carolina
$652 – – –
BNP Paribas Financial Markets
340
BNP Paribas Financial Markets
France
$474 +$474 +8 New
MSG
341
Main Street Group
Virginia
$59 – – –
Focus Partners Wealth
342
Focus Partners Wealth
Massachusetts
– -$5.38M -94,606 Closed
RL
343
Retireful LLC
Michigan
– -$1.74M -30,905 Closed
SAI
344
Savvy Advisors Inc
New York
– -$1.19M -21,218 Closed
Citadel Advisors
345
Citadel Advisors
Florida
– -$1.09M -19,401 Closed
SOS
346
Silver Oak Securities
Tennessee
– -$1.03M -18,343 Closed
HIP
347
HUB Investment Partners
Texas
– -$446K -7,920 Closed
GFA
348
Gallagher Fiduciary Advisors
Illinois
– -$431K -7,646 Closed
BPA
349
Beacon Pointe Advisors
California
– -$326K -5,788 Closed
AF
350
Affiance Financial
Minnesota
– -$296K -5,256 Closed
11 12 13
14
15