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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 %
ACA
201
Atlas Capital Advisors
Wyoming
$351K -$142K -2,520 -29%
DC
202
Dorval Corp
Minnesota
$350K – – –
EA
203
Efficient Advisors
Ohio
$349K -$43K -764 -11%
VA
204
Valmark Advisers
Ohio
$338K -$246K -4,366 -42%
GVAG
205
Great Valley Advisor Group
Delaware
$337K +$337K +5,989 New
KOC
206
Koss-Olinger Consulting
Florida
$334K +$334K +5,925 New
BPA
207
Beacon Pointe Advisors
California
$326K -$17.3K -307 -5%
SG
208
StoneX Group
New York
$323K -$21.2K -376 -6%
DP
209
Divergent Planning
Maryland
$317K +$21.4K +379 +7%
PAA
210
Peregrine Asset Advisers
Oregon
$316K – – –
PSCM
211
Per Stirling Capital Management
Texas
$314K +$12.1K +215 +4%
VHAM
212
Van Hulzen Asset Management
California
$313K -$9.4K -167 -3%
NL
213
NVWM LLC
Pennsylvania
$312K +$9.91K +176 +3%
CPG
214
Cornerstone Planning Group
New Jersey
$299K +$18.3K +331 +7%
AF
215
Affiance Financial
Minnesota
$296K +$507 +9 +0.2%
AFP
216
Ausdal Financial Partners
Iowa
$291K +$11.8K +210 +4%
CPA
217
Clear Point Advisors
New York
$284K +$5.86K +104 +2%
SFG
218
Somnio Financial Group
Connecticut
$283K +$283K +5,032 New
CAM
219
Carret Asset Management
New York
$283K – – –
SFM
220
Signet Financial Management
New Jersey
$280K – – –
SC
221
Savant Capital
Illinois
$268K +$268K +4,762 New
HWM
222
Howard Wealth Management
Connecticut
$265K -$15.4K -274 -5%
GRP
223
Global Retirement Partners
California
$265K +$1.01K +18 +0.4%
SFG
224
Sovereign Financial Group
Connecticut
$262K – – –
IAIM
225
International Assets Investment Management
Florida
$258K – – –
7 8
9
10 11