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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.

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 %
SFWC
51
Strategic Family Wealth Counselors
New Jersey
$3.38M +$156K +2,635 +5%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$3.36M +$515K +8,693 +18%
FPAS
53
Focus Partners Advisor Solutions
Missouri
$2.85M -$455K -7,675 -14%
PCG
54
Prosperity Consulting Group
Maryland
$2.69M +$364K +6,148 +16%
FCA
55
FinTrust Capital Advisors
South Carolina
$2.68M +$224K +3,774 +9%
EFG
56
Ethos Financial Group
Pennsylvania
$2.66M -$60.4K -1,020 -2%
WA
57
WestEnd Advisors
North Carolina
$2.59M +$558K +9,420 +27%
VIP
58
Viewpoint Investment Partners
Alberta, Canada
$2.59M -$8.89K -150 -0.3%
RJA
59
Raymond James & Associates
Florida
$2.54M -$207K -3,486 -8%
AAS
60
Avantax Advisory Services
Texas
$2.44M +$68.4K +1,155 +3%
CFA
61
Cahill Financial Advisors
Minnesota
$2.43M +$1.13K +19 +0%
Ameriprise
62
Ameriprise
Minnesota
$2.43M -$828K -13,977 -25%
NWM
63
Northwest Wealth Management
Iowa
$2.4M -$448K -7,557 -16%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$2.23M +$114K +1,921 +5%
VWA
65
Visionary Wealth Advisors
Illinois
$2.06M -$117K -1,975 -5%
S
66
Syntrinsic
Colorado
$2.01M -$24.2K -411 -1%
ACM
67
Avalon Capital Management
California
$1.99M +$1.12M +18,918 +129%
WFAG
68
Worth Financial Advisory Group
North Carolina
$1.98M -$58.8K -993 -3%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$1.98M -$3.44K -58 -0.2%
JWBC
70
John W. Brooker & Co
California
$1.95M -$66.4K -1,121 -3%
HI
71
Harbour Investments
Wisconsin
$1.91M +$132K +2,233 +7%
IAN
72
Integrated Advisors Network
Texas
$1.85M -$2.55K -43 -0.1%
IF
73
Intrua Financial
Texas
$1.82M +$349K +5,895 +24%
AF
74
Allworth Financial
California
$1.7M -$46.5K -785 -3%
SA
75
Sanctuary Advisors
Indiana
$1.69M +$1.04M +17,832 +162%
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3
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