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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+14
Holders Change %
+4.11%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
152
Reduced
103
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$115M
2
RBA
2
Richard Bernstein Advisors
New York
$37.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$17.7M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$15.6M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$319K
2
ECA
2
Elevation Capital Advisory
Oregon
$0
3
GM
3
GeoWealth Management
Illinois
$3.98M
4
FFN
4
Focus Financial Network
Minnesota
$1.8M
5
AL
5
Aspiriant LLC
California
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
26
BSW Wealth Partners
Colorado
$9.31M -$24.8K -432 -0.3%
OCM
27
One Capital Management
California
$9.05M -$148K -2,574 -2%
KPWS
28
Kestra Private Wealth Services
Texas
$7.88M +$350K +6,114 +5%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$7.68M +$3.41M +59,556 +80%
BIA
30
Bell Investment Advisors
California
$7.62M -$212K -3,690 -3%
ACP
31
Aveo Capital Partners
Colorado
$7.53M -$517K -9,024 -6%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$7.5M -$160K -2,793 -2%
Truist Financial
33
Truist Financial
North Carolina
$7.29M +$1.15M +20,084 +19%
PAYA
34
Phil A. Younker & Associates
Alaska
$6.94M +$6.94M +121,111 New
TPWA
35
TRUE Private Wealth Advisors
Oregon
$6.56M +$101K +1,767 +2%
WFL
36
Wealth Forward LLC
North Dakota
$6.06M +$111K +1,941 +2%
EIG
37
Ellenbecker Investment Group
Wisconsin
$5.87M +$1.33M +23,157 +29%
Corient Private Wealth
38
Corient Private Wealth
Florida
$5.52M -$102K -1,782 -2%
NB
39
NBT Bank
New York
$5.39M +$440K +7,683 +9%
SFWC
40
Strategic Family Wealth Counselors
New Jersey
$5.12M +$1.84M +32,162 +56%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$5.1M +$656K +11,449 +15%
UW
42
Unique Wealth
Florida
$5.02M -$72.9K -1,271 -1%
DWM
43
Dakota Wealth Management
Florida
$4.74M -$164K -2,862 -3%
KAS
44
Kestra Advisory Services
Texas
$4.71M -$166K -2,894 -3%
Osaic Holdings
45
Osaic Holdings
Arizona
$4.68M -$175K -3,044 -4%
PAMG
46
Patton Albertson Miller Group
Tennessee
$4.56M +$42.9K +748 +0.9%
AAS
47
Avantax Advisory Services
Texas
$4.44M +$2.07M +36,140 +88%
LIA
48
LBMC Investment Advisors
Tennessee
$4.43M +$17.3K +301 +0.4%
BWP
49
BlueStem Wealth Partners
Minnesota
$4.41M +$4.41M +76,865 New
WCG
50
Weaver Consulting Group
California
$4.31M +$96K +1,675 +2%
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