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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+14
Holders Change %
+4.11%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
152
Reduced
103
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$115M
2
RBA
2
Richard Bernstein Advisors
New York
$37.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$17.7M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$15.6M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$319K
2
ECA
2
Elevation Capital Advisory
Oregon
$0
3
GM
3
GeoWealth Management
Illinois
$3.98M
4
FFN
4
Focus Financial Network
Minnesota
$1.8M
5
AL
5
Aspiriant LLC
California
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Avior Wealth Management
Nebraska
$1.28M +$63.7K +1,111 +5%
AWM
102
AE Wealth Management
Kansas
$1.27M +$358K +6,253 +39%
KWA
103
Kingswood Wealth Advisors
California
$1.27M -$14K -244 -1%
UCFA
104
United Capital Financial Advisors
Texas
$1.22M +$53K +925 +5%
PAG
105
Private Advisor Group
New Jersey
$1.21M -$107K -1,868 -8%
CIP
106
Capital Insight Partners
Arizona
$1.2M -$156K -2,714 -12%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$1.19M +$140K +2,446 +13%
GAA
108
Global Assets Advisory
Florida
$1.16M -$7.49K -131 -0.6%
PWM
109
Perigon Wealth Management
California
$1.16M -$6.45K -112 -0.6%
GS
110
GTS Securities
New York
$1.15M +$738K +12,872 +180%
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.14M +$184K +3,216 +19%
SI
112
SimpliFi Inc
California
$1.11M -$44K -768 -4%
NG
113
Northstar Group
New York
$1.1M +$1.72K +30 +0.2%
MWG
114
Martin Worley Group
Utah
$1.08M +$1.08M +18,814 New
EH
115
Equitable Holdings
New York
$1.07M +$168K +2,925 +19%
ACM
116
Avalon Capital Management
California
$1.04M -$884K -15,419 -46%
OPWM
117
Oxinas Partners Wealth Management
Indiana
$1.04M -$176K -3,065 -14%
HFA
118
Hershey Financial Advisers
Pennsylvania
$1.03M +$1.03M +17,887 New
HFA
119
High Falls Advisors
New York
$1.01M +$16.6K +290 +2%
WA
120
WBH Advisory
Maryland
$987K – – –
PCWA
121
Pacific Capital Wealth Advisors
California
$983K +$4.47K +78 +0.5%
SPC
122
Sigma Planning Corp
Michigan
$954K +$8.83K +154 +0.9%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$946K -$10.6K -185 -1%
Victory Capital Management
124
Victory Capital Management
Texas
$936K +$936K +16,321 New
WC
125
Waterloo Capital
Texas
$914K +$280K +4,881 +44%
3 4
5
6 7