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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

326 hedge funds and large institutions have $749M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-13
Holders Change %
-3.83%
% of All Funds
4.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
110
Reduced
129
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
Global Assets Advisory
Florida
$21.5M
2
GM
GeoWealth Management
Illinois
$13.3M
3
AssetMark Inc
AssetMark Inc
California
$21.3M
4
FFN
Focus Financial Network
Minnesota
$3.19M
5
RL
Retireful LLC
Michigan
$2.81M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$22.7M
2
RJA
Raymond James & Associates
Florida
$2.78M
3
Morgan Stanley
Morgan Stanley
New York
$17.7M
4
MFIM
Mesirow Financial Investment Management
Illinois
$34.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
201
Waterloo Capital
Texas
$348K -$1.49M -26,777 -81%
AWM
202
Avior Wealth Management
Nebraska
$348K -$56 -1 -0%
DC
203
Dorval Corp
Minnesota
$342K +$342K +6,294 New
SG
204
StoneX Group
New York
$340K -$16.7K -300 -5%
BPA
205
Beacon Pointe Advisors
California
$339K -$6.01K -108 -2%
FPAS
206
Focus Partners Advisor Solutions
Missouri
$325K +$325K +5,840 New
CFG
207
CKW Financial Group
Hawaii
$324K +$13.6K +245 +4%
SS
208
Sunbelt Securities
Texas
$324K +$110K +1,981 +52%
VHAM
209
Van Hulzen Asset Management
California
$319K +$445 +8 +0.1%
BC
210
Brio Consultants
California
$318K +$318K +5,712 New
PAA
211
Peregrine Asset Advisers
Oregon
$312K – – –
KIG
212
Kowal Investment Group
Wisconsin
$303K -$144K -2,582 -32%
NL
213
NVWM LLC
Pennsylvania
$299K +$10.2K +184 +4%
PSCM
214
Per Stirling Capital Management
Texas
$298K +$26.4K +474 +10%
HF
215
HRT Financial
New York
$294K -$556K -10,026 -65%
AF
216
Affiance Financial
Minnesota
$292K +$1.23K +22 +0.4%
DP
217
Divergent Planning
Maryland
$291K -$22.8K -411 -7%
FHA
218
Flagship Harbor Advisors
Massachusetts
$282K +$282K +5,065 New
CAM
219
Carret Asset Management
New York
$280K – – –
CPG
220
Cornerstone Planning Group
New Jersey
$279K -$5.47K -100 -2%
HNB
221
Huntington National Bank
Ohio
$278K – – –
HWM
222
Howard Wealth Management
Connecticut
$277K -$14.5K -261 -5%
SFM
223
Signet Financial Management
New Jersey
$276K – – –
AFP
224
Ausdal Financial Partners
Iowa
$276K +$6.12K +110 +2%
CPA
225
Clear Point Advisors
New York
$275K +$1.5K +27 +0.5%
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