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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 %
CIA
176
Concurrent Investment Advisors
Florida
$479K +$479K +8,504 New
SFWA
177
Summit Financial Wealth Advisors
Louisiana
$478K – – –
HIP
178
HUB Investment Partners
Texas
$446K +$47.6K +846 +12%
Lido Advisors
179
Lido Advisors
California
$443K -$123K -2,180 -22%
BC
180
Brio Consultants
California
$437K +$115K +2,045 +36%
GFA
181
Gallagher Fiduciary Advisors
Illinois
$431K -$19.6K -348 -4%
FFG
182
Fiduciary Financial Group
California
$427K +$427K +7,408 New
OGF
183
Orin Green Financial
California
$418K +$418K +7,421 New
PJWM
184
Philip James Wealth Mangement
Georgia
$414K +$31.4K +558 +8%
P
185
&Partners
Tennessee
$402K +$402K +7,143 New
SA
186
Strategic Advocates
Utah
$395K +$13.9K +246 +4%
ZIMP
187
Zimmermann Investment Management & Planning
Pennsylvania
$395K -$43.4K -770 -10%
VWM
188
Venturi Wealth Management
Texas
$388K +$16.1K +285 +4%
CF
189
Centaurus Financial
California
$383K – – –
BSWM
190
Boston Standard Wealth Management
Massachusetts
$378K -$14.8K -263 -4%
GCM
191
G2 Capital Management
Ohio
$372K – – –
W
192
Wealthquest
Ohio
$370K -$16.1K -286 -4%
RFN
193
RDA Financial Network
Iowa
$367K -$14K -249 -4%
HIA
194
Harbor Investment Advisory
Maryland
$366K -$676 -12 -0.2%
MAV
195
Mason & Associates (Virginia)
Virginia
$366K +$366K +6,491 New
WC
196
Waterloo Capital
Texas
$365K +$12.8K +228 +4%
GC
197
Gould Capital
Washington
$364K -$42.2K -750 -10%
CAL
198
Capital Analysts LLC
Pennsylvania
$360K +$395 +7 +0.1%
CCM
199
Canal Capital Management
Virginia
$360K -$5.63K -100 -2%
EWA
200
Elevate Wealth Advisory
Georgia
$357K -$4.51K -80 -1%
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8
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