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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$1.1M +$25.2K +445 +2%
PWM
102
Perigon Wealth Management
California
$1.1M +$1.1M +19,444 New
Citadel Advisors
103
Citadel Advisors
Florida
$1.09M +$1.09M +19,401 New
UCFA
104
United Capital Financial Advisors
Texas
$1.07M +$240K +4,268 +29%
SOS
105
Silver Oak Securities
Tennessee
$1.03M +$307K +5,452 +42%
PCWA
106
Pacific Capital Wealth Advisors
California
$1.03M -$344K -6,106 -25%
HFA
107
High Falls Advisors
New York
$992K +$115K +2,041 +13%
WA
108
WBH Advisory
Maryland
$970K – – –
SPC
109
Sigma Planning Corp
Michigan
$956K -$5.24K -93 -0.5%
IWC
110
Integrated Wealth Concepts
Massachusetts
$938K -$125K -2,227 -12%
CCWA
111
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$923K -$77K -1,367 -8%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$908K +$17.7K +315 +2%
AWM
113
AE Wealth Management
Kansas
$895K -$82.8K -1,470 -8%
GFG
114
Greystone Financial Group
Michigan
$888K -$68.5K -1,217 -7%
CA
115
Clearstead Advisors
Ohio
$863K +$863K +15,323 New
PP
116
PDS Planning
Ohio
$853K -$80K -1,421 -9%
MCWS
117
McKinley Carter Wealth Services
West Virginia
$825K -$28.8K -512 -3%
ACM
118
Avalon Capital Management
California
$823K -$24.1K -428 -3%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$792K -$30.4K -539 -4%
SFG
120
Sage Financial Group
Pennsylvania
$787K -$77.8K -1,382 -9%
FW
121
Fidato Wealth
Ohio
$784K +$70.6K +1,254 +10%
OFG
122
Oxford Financial Group
Indiana
$783K +$394 +7 +0.1%
TC
123
Trilogy Capital
California
$765K -$73.9K -1,312 -9%
Mariner
124
Mariner
Kansas
$757K +$1.92K +34 +0.3%
CC
125
Cypress Capital
Tennessee
$753K +$359K +6,371 +91%
3 4
5
6 7