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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
1
Kovitz Investment Group Partners
Illinois
$17.2M
2
LGA
2
Lebenthal Global Advisors
New York
$20.4M
3
FIA
3
Foundations Investment Advisors
Arizona
$10.1M
4
OCM
4
One Capital Management
California
$9.13M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.64M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$1.14M
2
GM
2
GeoWealth Management
Illinois
$4.23M
3
Ameriprise
3
Ameriprise
Minnesota
$3.12M
4
RBA
4
Richard Bernstein Advisors
New York
$3.25M
5
AssetMark Inc
5
AssetMark Inc
California
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$3.12M -$5.98M -105,059 -66%
SFWC
52
Strategic Family Wealth Counselors
New Jersey
$3.07M +$89.7K +1,592 +3%
NWM
53
Northwest Wealth Management
Iowa
$2.71M -$466K -8,268 -15%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$2.71M -$120K -2,125 -4%
Stifel Financial
55
Stifel Financial
Missouri
$2.65M -$2.61M -46,325 -50%
RJA
56
Raymond James & Associates
Florida
$2.61M -$200K -3,557 -7%
EFG
57
Ethos Financial Group
Pennsylvania
$2.58M -$98.1K -1,742 -4%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$2.56M +$1.41M +24,993 +122%
VIP
59
Viewpoint Investment Partners
Alberta, Canada
$2.47M -$775K -13,760 -24%
FCA
60
FinTrust Capital Advisors
South Carolina
$2.34M +$38K +675 +2%
CFA
61
Cahill Financial Advisors
Minnesota
$2.31M +$676 +12 +0%
AAS
62
Avantax Advisory Services
Texas
$2.26M -$106K -1,889 -4%
PCG
63
Prosperity Consulting Group
Maryland
$2.21M +$182K +3,232 +9%
VWA
64
Visionary Wealth Advisors
Illinois
$2.07M -$288K -5,117 -12%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$2.01M -$196K -3,473 -9%
WFAG
66
Worth Financial Advisory Group
North Carolina
$1.94M -$185K -3,284 -9%
S
67
Syntrinsic
Colorado
$1.93M +$9.95K +178 +0.5%
WA
68
WestEnd Advisors
North Carolina
$1.93M -$160K -2,841 -8%
JWBC
69
John W. Brooker & Co
California
$1.92M -$51.6K -916 -3%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.89M -$68.6K -1,218 -4%
IAN
71
Integrated Advisors Network
Texas
$1.76M -$45.3K -805 -3%
RL
72
Retireful LLC
Michigan
$1.74M -$1.1M -19,588 -39%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$1.72M -$124K -2,202 -7%
HI
74
Harbour Investments
Wisconsin
$1.69M +$16.6K +295 +1%
AF
75
Allworth Financial
California
$1.66M -$46.4K -820 -3%
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