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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 %
HG
76
Harbor Group
New Hampshire
$1.58M +$22.9K +406 +1%
RFA
77
RTD Financial Advisors
Pennsylvania
$1.54M -$106K -1,875 -6%
IF
78
Integrity Financial
Wyoming
$1.48M -$26.2K -466 -2%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$1.48M -$696K -12,369 -32%
Legacy Financial Group (Iowa)
80
Legacy Financial Group (Iowa)
Iowa
$1.44M -$330K -5,867 -19%
IF
81
Intrua Financial
Texas
$1.4M +$108K +1,909 +8%
HighTower Advisors
82
HighTower Advisors
Illinois
$1.38M +$558K +9,894 +68%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$1.37M +$21.2K +376 +2%
CIP
84
Capital Insight Partners
Arizona
$1.36M -$24K -426 -2%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$1.36M +$183K +3,250 +16%
PCM
86
Piedmont Capital Management
Montana
$1.35M – – –
PAG
87
Private Advisor Group
New Jersey
$1.32M -$158K -2,807 -11%
SWP
88
Stratos Wealth Partners
Ohio
$1.26M – – –
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M +$47.9K +851 +4%
Creative Planning
90
Creative Planning
Kansas
$1.21M -$127K -2,248 -9%
SAI
91
Savvy Advisors Inc
New York
$1.19M +$1.19M +21,218 New
Renaissance Technologies
92
Renaissance Technologies
New York
$1.19M -$146K -2,600 -11%
IA
93
IFG Advisory
Georgia
$1.19M +$1.19M +21,083 New
AWM
94
Avior Wealth Management
Nebraska
$1.17M +$822K +14,592 +233%
OPWM
95
Oxinas Partners Wealth Management
Indiana
$1.17M -$10.9K -193 -0.9%
SI
96
SimpliFi Inc
California
$1.16M -$25.1K -446 -2%
NG
97
Northstar Group
New York
$1.15M -$32.2K -571 -3%
GAA
98
Global Assets Advisory
Florida
$1.14M -$66M -1,171,184 -98%
MA
99
Mutual Advisors
Nebraska
$1.13M +$4.58K +81 +0.4%
DAS
100
Dynamic Advisor Solutions
Arizona
$1.13M +$12.2K +216 +1%
2 3
4
5 6