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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
Kovitz Investment Group Partners
Illinois
$17.2M
2
LGA
Lebenthal Global Advisors
New York
$20.4M
3
FIA
Foundations Investment Advisors
Arizona
$10.1M
4
OCM
One Capital Management
California
$9.13M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.64M

Top Sellers

1
GAA
Global Assets Advisory
Florida
$1.14M
2
GM
GeoWealth Management
Illinois
$4.23M
3
Ameriprise
Ameriprise
Minnesota
$3.12M
4
RBA
Richard Bernstein Advisors
New York
$3.25M
5
AssetMark Inc
AssetMark Inc
California
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
126
Atria Wealth Solutions
New York
$751K +$367K +6,517 +96%
SWP
127
Summit Wealth Partners
Florida
$749K -$8.84K -157 -1%
CWM
128
Cahaba Wealth Management
Georgia
$746K -$37.6K -668 -5%
EH
129
Equitable Holdings
New York
$728K +$247K +4,382 +51%
MBFW
130
Morton Brown Family Wealth
Pennsylvania
$722K +$3.7K +65 +0.5%
BFG
131
Buttonwood Financial Group
Missouri
$708K +$28.3K +503 +4%
TWP
132
Tempus Wealth Planning
California
$707K +$110K +1,960 +18%
PCMC
133
Private Capital Management (Colorado)
Colorado
$705K -$175K -3,103 -20%
NWM
134
Napa Wealth Management
California
$702K +$253K +4,492 +56%
CTC
135
Central Trust Company
Missouri
$684K +$25K +444 +4%
WP
136
Westmount Partners
California
$676K +$6.92K +123 +1%
GS
137
GTS Securities
New York
$674K +$674K +11,964 New
MCIA
138
Mountain Capital Investment Advisors
Colorado
$654K +$64.2K +1,121 +11%
SAG
139
SageView Advisory Group
California
$651K +$651K +11,562 New
IFWM
140
Institute for Wealth Management
Colorado
$642K +$128K +2,264 +25%
NEPWA
141
New England Private Wealth Advisors
Massachusetts
$639K +$1.69K +30 +0.3%
KWM
142
Kingsview Wealth Management
Oregon
$625K -$186K -3,306 -23%
SC
143
Scotia Capital
Ontario, Canada
$624K +$48.1K +854 +8%
TW
144
TrinityPoint Wealth
Connecticut
$620K +$31K +551 +5%
AF
145
Advisornet Financial
Minnesota
$617K -$48K -853 -7%
NA
146
NewEdge Advisors
Louisiana
$609K +$22.9K +406 +4%
MAWA
147
Moss Adams Wealth Advisors
Washington
$604K +$113 +2 +0%
SA
148
Sanctuary Advisors
Indiana
$597K +$597K +11,009 New
MGIA
149
Moneta Group Investment Advisors
Missouri
$593K – – –
SS
150
Sunbelt Securities
Texas
$585K +$258K +4,576 +79%
4 5
6
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