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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

64 hedge funds and large institutions have $161M invested in iShares Core 60/40 Balanced Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+20
Holders Change %
+45.45%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
24
Increased
21
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$41.9M
2
HC
2
HHG & Company
Connecticut
$18.6M
3
Bank of America
3
Bank of America
North Carolina
$17.2M
4
CL
4
CPWM LLC
Washington
$8.02M
5
BIT
5
BlackRock Institutional Trust
California
$9.92M

Top Sellers

1
CWM
1
Concert Wealth Management
California
$0
2
VKH
2
Virtu KCG Holdings
New York
$0
3
CAN
3
Cetera Advisor Networks
California
$2.18M
4
Ameriprise
4
Ameriprise
Minnesota
$385K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$877K +$212K +5,276 +32%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$739K +$85.8K +2,139 +13%
CA
28
Cetera Advisors
Colorado
$554K +$59.4K +1,484 +12%
SFG
29
Sage Financial Group
Pennsylvania
$553K +$553K +13,789 New
SWP
30
Stratos Wealth Partners
Ohio
$544K +$544K +13,562 New
NPC
31
National Planning Corporation
California
$477K +$120K +3,024 +34%
OC
32
Oakworth Capital
Alabama
$475K -$40.1K -1,000 -8%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$475K +$475K +11,850 New
AAS
34
Annex Advisory Services
Wisconsin
$451K +$58.4K +1,455 +15%
ACS
35
Archford Capital Strategies
Illinois
$447K +$120K +2,985 +37%
OAJ
36
Ogorek Anthony Joseph
New York
$420K +$420K +10,460 New
SI
37
SII Investments
Wisconsin
$400K -$7.41K -185 -2%
Ameriprise
38
Ameriprise
Minnesota
$385K -$106K -2,636 -22%
GC
39
Gratus Capital
Georgia
$366K +$366K +9,124 New
W
40
Wealthquest
Ohio
$290K +$290K +7,221 New
BSWM
41
Boston Standard Wealth Management
Massachusetts
$244K +$244K +6,142 New
NPF
42
Norris Perne & French
Michigan
$233K – – –
WFG
43
Windsor Financial Group
Minnesota
$201K +$201K +5,000 New
IF
44
Ironwood Financial
Arizona
$163K +$163K +4,050 New
AWM
45
Avior Wealth Management
Nebraska
$158K +$280 +7 +0.2%
AIP
46
Ameritas Investment Partners
Nebraska
$149K +$149K +3,719 New
Creative Planning
47
Creative Planning
Kansas
$132K -$14.3K -357 -10%
AWM
48
AllSquare Wealth Management
New York
$120K +$120K +3,001 New
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$102K +$46K +1,146 +82%
CFG
50
CKW Financial Group
Hawaii
$75K +$1.49K +37 +2%
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2
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