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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

112 hedge funds and large institutions have $285M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
11
Increased
60
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$2.67M
2
BlackRock
2
BlackRock
New York
$41.7M
3
Bank of America
3
Bank of America
North Carolina
$43.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.71M
5
NG
5
Northstar Group
New York
$2.66M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$12.5M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$264K
4
SWPG
4
Strategic Wealth Partners Group
Illinois
$35.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
RCG
26
Ruggie Capital Group
Florida
$1.77M 40,690 -87 -0.2%
ACP
27
Aveo Capital Partners
Colorado
$1.74M 39,947 +6,845 +21%
CAN
28
Cetera Advisor Networks
California
$1.61M 36,969 +1,519 +4%
BWA
29
Burt Wealth Advisors
Maryland
$1.6M 36,714 +3 +0%
SCM
30
Stonehearth Capital Management
Massachusetts
$1.52M 34,767 -431 -1%
BCM
31
Brookstone Capital Management
Illinois
$1.5M 34,290 +6,289 +22%
WA
32
Waverly Advisors
Alabama
$1.2M 27,429 +3,341 +14%
VWA
33
V Wealth Advisors
Kansas
$1.16M 26,599 +16,016 +151%
IA
34
IFP Advisors
Florida
$1.16M 26,598 +1,470 +6%
NWM
35
Northwest Wealth Management
Iowa
$1.11M 25,492 +2,782 +12%
EA
36
Efficient Advisors
Ohio
$1.1M 25,261 +184 +0.7%
SFG
37
StrategIQ Financial Group
Indiana
$1.09M 24,975 +2,984 +14%
BTS
38
BB&T Securities
Virginia
$1.03M 23,692 +1,492 +7%
JWA
39
JFS Wealth Advisors
Pennsylvania
$1.01M 23,185 +2,260 +11%
PWAG
40
Polaris Wealth Advisory Group
California
$1.01M 23,126 -288 -1%
ACS
41
Archford Capital Strategies
Illinois
$912K 20,912 -1,052 -5%
Goldman Sachs
42
Goldman Sachs
New York
$886K 20,327 – –
PAG
43
Private Advisor Group
New Jersey
$819K 18,925 -2,932 -13%
BRM
44
Boston Research & Management
Massachusetts
$778K 17,852 -790 -4%
AFP
45
Ausdal Financial Partners
Iowa
$775K 17,777 +510 +3%
RJA
46
Raymond James & Associates
Florida
$747K 17,118 +3,968 +30%
CA
47
Cetera Advisors
Colorado
$615K 14,130 +721 +5%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$611K 14,018 – –
PA
49
Parallel Advisors
California
$594K 13,461 – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
$584K 13,400 -369 -3%
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