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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.

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
JSA
2
Jim Saulnier & Associates
Colorado
$11M
3
GM
3
GeoWealth Management
Illinois
$10.2M
4
FFN
4
Focus Financial Network
Minnesota
$3.63M
5
RBA
5
Richard Bernstein Advisors
New York
$5.76M

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$96.4M 1,627,275 +11,271 +0.7%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$40.7M 687,060 +604,665 +734%
MFIM
3
Mesirow Financial Investment Management
Illinois
$35.6M 601,179 -10,666 -2%
Bank of America
4
Bank of America
North Carolina
$34.3M 578,172 -573,686 -50%
AL
5
Aspiriant LLC
California
$26.3M 444,445 -3,309 -0.7%
Wells Fargo
6
Wells Fargo
California
$22.6M 381,052 -21,137 -5%
LPL Financial
7
LPL Financial
California
$20.6M 347,952 +38,537 +12%
Morgan Stanley
8
Morgan Stanley
New York
$20.2M 340,960 -7,308 -2%
LGA
9
Lebenthal Global Advisors
New York
$19.6M 330,501 -32,492 -9%
AssetMark Inc
10
AssetMark Inc
California
$18M 304,229 +1,150 +0.4%
CWA
11
Consilium Wealth Advisory
Texas
$17.4M 294,186 +5,786 +2%
WA
12
Waverly Advisors
Alabama
$14.7M 248,154 +1,180 +0.5%
FIA
13
Foundations Investment Advisors
Arizona
$12.1M 204,307 +24,354 +14%
UBS Group
14
UBS Group
Switzerland
$12M 202,943 -7,266 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$11.3M 191,056 +8,328 +5%
JSA
16
Jim Saulnier & Associates
Colorado
$11M 185,418 +185,418 New
GM
17
GeoWealth Management
Illinois
$10.2M 172,860 +97,801 +130%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$10.2M 172,365 +27 +0%
BWP
19
BSW Wealth Partners
Colorado
$9.65M 162,866 -816 -0.5%
OCM
20
One Capital Management
California
$9.51M 160,514 -1,577 -1%
ACP
21
Aveo Capital Partners
Colorado
$8.32M 140,375 +1,315 +0.9%
BIA
22
Bell Investment Advisors
California
$8.09M 136,645 -7,987 -6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.92M 133,657 -4,805 -3%
KPWS
24
Kestra Private Wealth Services
Texas
$7.78M 131,340 +6,236 +5%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$6.68M 112,684 +1,396 +1%
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