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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 %
MAV
176
Mason & Associates (Virginia)
Virginia
$467K +$82.4K +1,391 +21%
SAG
177
SageView Advisory Group
California
$452K -$233K -3,926 -34%
OGF
178
Orin Green Financial
California
$444K +$4.8K +81 +1%
FFG
179
Fiduciary Financial Group
California
$442K +$8.14K +139 +2%
P
180
&Partners
Tennessee
$438K +$14.5K +244 +3%
SA
181
Strategic Advocates
Utah
$436K +$20K +337 +5%
GS
182
GTS Securities
New York
$424K -$285K -4,812 -40%
ZIMP
183
Zimmermann Investment Management & Planning
Pennsylvania
$413K -$2.55K -43 -0.6%
VWM
184
Venturi Wealth Management
Texas
$411K +$3.5K +59 +0.9%
CF
185
Centaurus Financial
California
$403K – – –
BSWM
186
Boston Standard Wealth Management
Massachusetts
$401K +$2.73K +46 +0.7%
PJWM
187
Philip James Wealth Mangement
Georgia
$395K -$39.7K -671 -9%
NAS
188
Nicolet Advisory Services
Wisconsin
$393K -$114K -1,950 -22%
CPG
189
Cornerstone Planning Group
New Jersey
$391K +$74.7K +1,279 +24%
HIA
190
Harbor Investment Advisory
Maryland
$390K +$4.92K +83 +1%
GC
191
Gould Capital
Washington
$383K – – –
RFN
192
RDA Financial Network
Iowa
$380K -$5.87K -99 -2%
EWA
193
Elevate Wealth Advisory
Georgia
$377K +$1.19K +20 +0.3%
CCM
194
Canal Capital Management
Virginia
$373K -$5.15K -87 -1%
NL
195
NVWM LLC
Pennsylvania
$373K +$44.4K +749 +14%
EA
196
Efficient Advisors
Ohio
$366K -$889 -15 -0.2%
Lido Advisors
197
Lido Advisors
California
$360K -$106K -1,789 -23%
Jane Street
198
Jane Street
New York
$356K +$90.3K +1,525 +34%
VA
199
Valmark Advisers
Ohio
$355K – – –
PSCM
200
Per Stirling Capital Management
Texas
$354K +$24.3K +411 +7%
6 7
8
9 10