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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$22.7M
2
RJA
2
Raymond James & Associates
Florida
$2.78M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.7M
4
MFIM
4
Mesirow Financial Investment Management
Illinois
$34.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
RL
51
Retireful LLC
Michigan
$2.81M +$2.81M +50,493 New
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.79M +$92.1K +1,655 +3%
RJA
53
Raymond James & Associates
Florida
$2.78M -$55.6M -997,941 -95%
RWP
54
RWA Wealth Partners
Massachusetts
$2.76M -$59K -1,060 -2%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$2.72M +$2.72M +48,903 New
EFG
56
Ethos Financial Group
Pennsylvania
$2.65M +$2.65M +47,628 New
AAS
57
Avantax Advisory Services
Texas
$2.34M -$101K -1,818 -4%
VWA
58
Visionary Wealth Advisors
Illinois
$2.33M +$31.5K +565 +1%
CFA
59
Cahill Financial Advisors
Minnesota
$2.28M -$186K -3,343 -8%
FCA
60
FinTrust Capital Advisors
South Carolina
$2.27M +$331K +5,945 +17%
Corient Private Wealth
61
Corient Private Wealth
Florida
$2.23M -$28K -503 -1%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$2.18M -$19.6M -351,927 -90%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$2.15M -$12.1M -217,954 -85%
WFAG
64
Worth Financial Advisory Group
North Carolina
$2.1M -$33.1K -595 -2%
WA
65
WestEnd Advisors
North Carolina
$2.07M -$17.8M -320,322 -90%
PCG
66
Prosperity Consulting Group
Maryland
$2.01M +$880K +15,812 +78%
JWBC
67
John W. Brooker & Co
California
$1.94M -$19.2K -344 -1%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$1.93M +$1.72M +30,979 +820%
S
69
Syntrinsic
Colorado
$1.9M +$102K +1,840 +6%
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$1.81M -$2.98M -53,925 -62%
IAN
71
Integrated Advisors Network
Texas
$1.78M -$17K -306 -0.9%
Legacy Financial Group (Iowa)
72
Legacy Financial Group (Iowa)
Iowa
$1.75M +$1.75M +31,403 New
AF
73
Allworth Financial
California
$1.68M -$83.8K -1,506 -5%
HI
74
Harbour Investments
Wisconsin
$1.65M +$24.2K +434 +1%
RFA
75
RTD Financial Advisors
Pennsylvania
$1.62M +$138K +2,487 +9%
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3
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