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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 %
DC
201
Dorval Corp
Minnesota
$354K -$12.5K -215 -3%
KOC
202
Koss-Olinger Consulting
Florida
$351K -$119 -2 -0%
GVAG
203
Great Valley Advisor Group
Delaware
$350K -$4.62K -78 -1%
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$347K -$2.35M -39,646 -87%
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$345K -$210K -3,548 -38%
W
206
Wealthquest
Ohio
$342K -$45.9K -777 -12%
PAA
207
Peregrine Asset Advisers
Oregon
$333K – – –
GCM
208
G2 Capital Management
Ohio
$331K -$60.8K -1,026 -16%
DP
209
Divergent Planning
Maryland
$330K -$587 -10 -0.2%
SG
210
StoneX Group
New York
$327K -$13.3K -225 -4%
MLFP
211
MPS Loria Financial Planners
Illinois
$324K +$73.3K +1,237 +29%
ACA
212
Atlas Capital Advisors
Wyoming
$324K -$45.9K -774 -12%
CPA
213
Clear Point Advisors
New York
$319K +$20K +338 +7%
CC
214
Cypress Capital
Tennessee
$316K -$475K -8,022 -60%
Comerica Bank
215
Comerica Bank
Texas
$307K +$80.6K +1,361 +36%
AFP
216
Ausdal Financial Partners
Iowa
$306K +$59 +1 +0%
FHA
217
Flagship Harbor Advisors
Massachusetts
$301K +$301K +5,073 New
SFG
218
Somnio Financial Group
Connecticut
$299K +$1.19K +20 +0.4%
CAM
219
Carret Asset Management
New York
$298K – – –
VHAM
220
Van Hulzen Asset Management
California
$285K -$44.7K -754 -14%
CAL
221
Capital Analysts LLC
Pennsylvania
$284K -$94K -1,587 -25%
FHC
222
First Heartland Consultants
Missouri
$279K +$279K +4,707 New
SFG
223
Sovereign Financial Group
Connecticut
$276K – – –
HWM
224
Howard Wealth Management
Connecticut
$275K -$3.85K -65 -1%
SFM
225
Signet Financial Management
New Jersey
$268K -$26.1K -440 -9%
7 8
9
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