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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

81 hedge funds and large institutions have $499M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
2.13%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
25
Increased
28
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$334M
2
LPL Financial
2
LPL Financial
California
$17.2M
3
Wells Fargo
3
Wells Fargo
California
$10.3M
4
HC
4
HHG & Company
Connecticut
$13.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.9M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CL
2
CPWM LLC
Washington
$0
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VF
26
Virtu Financial
New York
$1.09M 28,143 +28,143 New
AAS
27
Annex Advisory Services
Wisconsin
$1.09M 28,038 +3,243 +13%
EA
28
Efficient Advisors
Ohio
$968K 24,885 -623 -2%
BTS
29
BB&T Securities
Virginia
$964K 24,800 +250 +1%
BRM
30
Boston Research & Management
Massachusetts
$875K 22,522 -130 -0.6%
ACS
31
Archford Capital Strategies
Illinois
$732K 18,823 +2,696 +17%
RA
32
RFG Advisory
Alabama
$711K 18,297 +18,297 New
JWA
33
JFS Wealth Advisors
Pennsylvania
$671K 17,263 +17,263 New
VKH
34
Virtu KCG Holdings
New York
$637K 16,395 -1,061 -6%
NFG
35
Nations Financial Group
Iowa
$597K 15,346 +15,346 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$535K 13,760 +13,760 New
WA
37
Waverly Advisors
Alabama
$531K 13,661 -6,530 -32%
Ameriprise
38
Ameriprise
Minnesota
$487K 12,513 +3,364 +37%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$485K 12,469 -488 -4%
IA
40
IFP Advisors
Florida
$481K 12,370 +12,370 New
SFWA
41
Summit Financial Wealth Advisors
Louisiana
$469K 12,055 +12,055 New
SFG
42
StrategIQ Financial Group
Indiana
$449K 11,548 +11,548 New
OC
43
Oakworth Capital
Alabama
$425K 10,925 +400 +4%
CBU
44
CIBC Bank USA
Illinois
$390K 10,009 -8,981 -47%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$382K 9,842 -1,544 -14%
NC
46
NewSquare Capital
Pennsylvania
$369K 9,504 -440 -4%
MHS
47
M Holdings Securities
Oregon
$363K 9,345 +9,345 New
SC
48
Scotia Capital
Ontario, Canada
$356K 9,528 – –
OAJ
49
Ogorek Anthony Joseph
New York
$348K 8,942 +27 +0.3%
GC
50
Gratus Capital
Georgia
$345K 8,863 +213 +2%
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