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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 %
KWM
151
Kingsview Wealth Management
Oregon
$615K -$41.8K -705 -6%
GWCM
152
Godshalk Welsh Capital Management
Pennsylvania
$597K +$45.9K +774 +8%
PFS
153
Prospera Financial Services
Texas
$593K +$11.6K +196 +2%
CPCM
154
Cardinal Point Capital Management
Ontario, Canada
$590K +$3.55K +60 +0.6%
SL
155
Sentinus LLC
Illinois
$574K +$341K +13,533 +147%
CFA
156
Camarda Financial Advisors
Florida
$564K +$33.2K +560 +6%
HWM
157
Heirloom Wealth Management
Colorado
$559K -$21.7K -366 -4%
BFA
158
Beacon Financial Advisory
Ohio
$548K +$6.28K +106 +1%
EAMA
159
EFG Asset Management (Americas)
Florida
$547K +$4.09K +69 +0.8%
NCM
160
New Capital Management
Texas
$542K +$12.4K +210 +2%
MWM
161
Modera Wealth Management
New Jersey
$534K +$23.8K +401 +5%
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$534K -$12.4K -210 -2%
RF
163
RHS Financial
California
$533K +$533K +9,000 New
SS
164
Sunbelt Securities
Texas
$530K -$85.3K -1,440 -14%
FWM
165
FFT Wealth Management
Pennsylvania
$530K – – –
WIA
166
World Investment Advisors
California
$528K +$275K +4,634 +108%
GIA
167
Gladstone Institutional Advisory
Florida
$521K – – –
CIA
168
Concurrent Investment Advisors
Florida
$515K +$11.1K +188 +2%
BRM
169
Boston Research & Management
Massachusetts
$511K +$5.33K +90 +1%
HSWM
170
Hubbell Strickland Wealth Management
Louisiana
$510K +$2.43K +41 +0.5%
NA
171
NewEdge Advisors
Louisiana
$508K -$132K -2,224 -21%
SFWA
172
Summit Financial Wealth Advisors
Louisiana
$502K – – –
TSWM
173
Tyler-Stone Wealth Management
Ohio
$496K +$245K +4,142 +98%
OFG
174
Oxford Financial Group
Indiana
$494K -$330K -5,569 -40%
BC
175
Brio Consultants
California
$492K +$32.1K +542 +7%
5 6
7
8 9