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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 %
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$1.18M +$22K +5,803 +2%
DAS
102
Dynamic Advisor Solutions
Arizona
$1.18M -$13.3K -225 -1%
NG
103
Northstar Group
New York
$1.14M -$66.3K -1,120 -5%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$1.09M -$68.8K -1,161 -6%
HFA
105
High Falls Advisors
New York
$1.03M -$16.2K -274 -2%
WA
106
WBH Advisory
Maryland
$1.02M – – –
PCWA
107
Pacific Capital Wealth Advisors
California
$1.01M -$71.3K -1,203 -7%
CCWA
108
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$989K +$17.8K +301 +2%
IWC
109
Integrated Wealth Concepts
Massachusetts
$984K -$2.55K -43 -0.3%
SPC
110
Sigma Planning Corp
Michigan
$977K -$29.1K -491 -3%
AWM
111
AE Wealth Management
Kansas
$941K -$770 -13 -0.1%
EH
112
Equitable Holdings
New York
$936K +$171K +2,883 +22%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$924K -$31K -524 -3%
CA
114
Clearstead Advisors
Ohio
$908K – – –
GFG
115
Greystone Financial Group
Michigan
$896K -$37.3K -630 -4%
MCWS
116
McKinley Carter Wealth Services
West Virginia
$894K +$25.8K +436 +3%
PP
117
PDS Planning
Ohio
$893K -$4.74K -80 -0.5%
FW
118
Fidato Wealth
Ohio
$827K +$2.01K +34 +0.2%
SFG
119
Sage Financial Group
Pennsylvania
$825K -$2.67K -45 -0.3%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$810K -$21.3K -361 -3%
SWP
121
Summit Wealth Partners
Florida
$803K +$14.7K +248 +2%
AWS
122
Atria Wealth Solutions
New York
$800K +$10.8K +183 +1%
Mariner
123
Mariner
Kansas
$780K -$16.5K -278 -2%
MAM
124
Milestone Asset Management
Pennsylvania
$779K +$210K +3,553 +37%
CWM
125
Cahaba Wealth Management
Georgia
$777K -$7.23K -122 -0.9%
3 4
5
6 7