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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 %
Truist Financial
26
Truist Financial
North Carolina
$6.34M +$29.1K +492 +0.5%
WFL
27
Wealth Forward LLC
North Dakota
$6.15M +$166K +2,808 +3%
ECA
28
Elevation Capital Advisory
Oregon
$6.05M +$128K +2,163 +2%
Corient Private Wealth
29
Corient Private Wealth
Florida
$5.81M -$17.5K -295 -0.3%
RBA
30
Richard Bernstein Advisors
New York
$5.76M +$2.33M +39,398 +68%
UW
31
Unique Wealth
Florida
$5.26M -$94.3K -1,591 -2%
NB
32
NBT Bank
New York
$5.11M +$365K +6,161 +8%
DWM
33
Dakota Wealth Management
Florida
$5.07M -$66.2K -1,117 -1%
KAS
34
Kestra Advisory Services
Texas
$5.04M -$564K -9,523 -10%
Osaic Holdings
35
Osaic Holdings
Arizona
$5.02M -$1.19M -20,067 -19%
EIG
36
Ellenbecker Investment Group
Wisconsin
$4.7M +$443K +7,486 +10%
PAMG
37
Patton Albertson Miller Group
Tennessee
$4.67M +$82.3K +1,389 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$4.59M -$149K -2,523 -3%
LIA
39
LBMC Investment Advisors
Tennessee
$4.57M -$5.21K -88 -0.1%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$4.41M -$136K -2,292 -3%
WCG
41
Weaver Consulting Group
California
$4.35M -$79.9K -1,348 -2%
MSA
42
Marino Stram & Associates
Massachusetts
$4.27M +$2.84K +48 +0.1%
FFA
43
First Foundation Advisors
California
$4.27M +$364K +6,150 +9%
LPAM
44
Lodestar Private Asset Management
California
$4.08M +$44.4K +750 +1%
BWA
45
Burt Wealth Advisors
Maryland
$3.88M -$11.8K -200 -0.3%
FFN
46
Focus Financial Network
Minnesota
$3.63M +$3.63M +61,337 New
BCM
47
Brookstone Capital Management
Illinois
$3.59M -$20.1K -339 -0.6%
RWP
48
RWA Wealth Partners
Massachusetts
$3.55M +$30.5K +515 +0.9%
FHC
49
Fort Henry Capital
West Virginia
$3.53M -$17.2K -291 -0.5%
Stifel Financial
50
Stifel Financial
Missouri
$3.49M +$697K +11,764 +25%
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