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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.

New
Increased
Maintained
Reduced
Closed
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 %
HG
76
Harbor Group
New Hampshire
$1.66M -$7.29K -123 -0.4%
RFA
77
RTD Financial Advisors
Pennsylvania
$1.63M +$12.9K +218 +0.8%
Renaissance Technologies
78
Renaissance Technologies
New York
$1.57M +$314K +5,300 +25%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$1.55M -$9.3K -157 -0.6%
IF
80
Integrity Financial
Wyoming
$1.52M -$35K -591 -2%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$1.47M +$32.9K +556 +2%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$1.47M -$344K -5,809 -19%
Legacy Financial Group (Iowa)
83
Legacy Financial Group (Iowa)
Iowa
$1.47M -$40.8K -689 -3%
HighTower Advisors
84
HighTower Advisors
Illinois
$1.45M +$2.67K +45 +0.2%
CIP
85
Capital Insight Partners
Arizona
$1.4M -$39.6K -668 -3%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1.39M -$43.3K -731 -3%
PCM
87
Piedmont Capital Management
Montana
$1.38M -$60K -1,019 -4%
IA
88
IFG Advisory
Georgia
$1.38M +$129K +2,176 +10%
PAG
89
Private Advisor Group
New Jersey
$1.36M -$31.7K -535 -2%
SWP
90
Stratos Wealth Partners
Ohio
$1.34M +$11.9K +201 +0.9%
Creative Planning
91
Creative Planning
Kansas
$1.34M +$61.3K +1,034 +5%
KWA
92
Kingswood Wealth Advisors
California
$1.32M +$1.32M +22,339 New
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.31M -$3.08K -52 -0.2%
MA
94
Mutual Advisors
Nebraska
$1.26M +$85.7K +1,470 +7%
OPWM
95
Oxinas Partners Wealth Management
Indiana
$1.25M +$19K +320 +2%
AWM
96
Avior Wealth Management
Nebraska
$1.25M +$17.5K +296 +1%
UCFA
97
United Capital Financial Advisors
Texas
$1.21M +$83.4K +1,407 +7%
GAA
98
Global Assets Advisory
Florida
$1.21M +$6.27K +106 +0.5%
PWM
99
Perigon Wealth Management
California
$1.2M +$47K +793 +4%
SI
100
SimpliFi Inc
California
$1.19M -$30.8K -520 -3%
2 3
4
5 6