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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 %
IFWM
126
Institute for Wealth Management
Colorado
$768K +$92.7K +1,564 +14%
NWM
127
Napa Wealth Management
California
$764K +$27.2K +461 +4%
TC
128
Trilogy Capital
California
$761K -$44K -742 -5%
TWP
129
Tempus Wealth Planning
California
$756K +$12.6K +213 +2%
MBFW
130
Morton Brown Family Wealth
Pennsylvania
$755K +$3.32K +56 +0.4%
CTC
131
Central Trust Company
Missouri
$749K +$30K +507 +4%
PCMC
132
Private Capital Management (Colorado)
Colorado
$722K -$19.5K -330 -3%
Cerity Partners
133
Cerity Partners
New York
$715K +$122K +2,059 +21%
WP
134
Westmount Partners
California
$712K -$592 -10 -0.1%
SC
135
Scotia Capital
Ontario, Canada
$697K +$40.5K +683 +6%
MCIA
136
Mountain Capital Investment Advisors
Colorado
$695K +$27.4K +468 +4%
FEG
137
Fund Evaluation Group
Ohio
$676K +$676K +11,407 New
NEPWA
138
New England Private Wealth Advisors
Massachusetts
$676K +$3.26K +55 +0.5%
BFG
139
Buttonwood Financial Group
Missouri
$673K -$73.3K -1,238 -10%
GCM
140
Gallacher Capital Management
Colorado
$670K +$90.5K +1,527 +16%
CF
141
Corrigan Financial
Rhode Island
$662K +$57.4K +969 +9%
AF
142
Advisornet Financial
Minnesota
$661K +$11.8K +199 +2%
WC
143
Waterloo Capital
Texas
$655K +$271K +4,577 +71%
MAWA
144
Moss Adams Wealth Advisors
Washington
$652K +$16.4K +277 +3%
TW
145
TrinityPoint Wealth
Connecticut
$651K -$1.19K -20 -0.2%
IWS
146
Integrity Wealth Solutions
Colorado
$642K +$68.7K +1,160 +12%
WFS
147
Weitzel Financial Services
Iowa
$633K +$123K +2,079 +24%
EWM
148
Executive Wealth Management
Michigan
$626K +$626K +10,572 New
MGIA
149
Moneta Group Investment Advisors
Missouri
$624K – – –
ACS
150
Archford Capital Strategies
Illinois
$622K +$21.7K +368 +4%
4 5
6
7 8