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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

118 hedge funds and large institutions have $312M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
53
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$18.5M
2
Lido Advisors
2
Lido Advisors
California
$6.34M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.4M
4
HH
4
Hilltop Holdings
Texas
$2.02M
5
GFPC
5
Global Financial Private Capital
Florida
$1.6M

Top Sellers

1
SWPG
1
Strategic Wealth Partners Group
Illinois
$35.3M
2
Jane Street
2
Jane Street
New York
$0
3
SF
3
Synovus Financial
Georgia
$0
4
CG
4
Colony Group
Massachusetts
$0
5
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
26
Hilltop Holdings
Texas
$2.02M +$2.02M +45,120 New
AIP
27
Ahrens Investment Partners
Louisiana
$1.88M -$203K -4,536 -10%
RCG
28
Ruggie Capital Group
Florida
$1.8M -$20K -447 -1%
BCM
29
Brookstone Capital Management
Illinois
$1.72M +$180K +4,024 +12%
BWA
30
Burt Wealth Advisors
Maryland
$1.72M +$71.3K +1,590 +4%
CAN
31
Cetera Advisor Networks
California
$1.65M -$3.72K -83 -0.2%
GFPC
32
Global Financial Private Capital
Florida
$1.6M +$1.6M +10,685 New
WA
33
Waverly Advisors
Alabama
$1.49M +$262K +5,840 +21%
PWAG
34
Polaris Wealth Advisory Group
California
$1.49M +$448K +10,006 +43%
IA
35
IFP Advisors
Florida
$1.33M +$141K +3,141 +12%
SCM
36
Stonehearth Capital Management
Massachusetts
$1.31M -$249K -5,553 -16%
SFG
37
StrategIQ Financial Group
Indiana
$1.24M +$115K +2,565 +10%
VWA
38
V Wealth Advisors
Kansas
$1.2M +$10.5K +234 +0.9%
NWM
39
Northwest Wealth Management
Iowa
$1.15M +$9.87K +220 +0.9%
EA
40
Efficient Advisors
Ohio
$1.12M -$15.6K -347 -1%
BTS
41
BB&T Securities
Virginia
$1.11M +$46.2K +1,032 +4%
JWA
42
JFS Wealth Advisors
Pennsylvania
$1.06M +$17.1K +382 +2%
ACS
43
Archford Capital Strategies
Illinois
$1.02M +$84.8K +1,891 +9%
PAG
44
Private Advisor Group
New Jersey
$1.01M +$156K +3,486 +18%
Goldman Sachs
45
Goldman Sachs
New York
$911K – – –
AFP
46
Ausdal Financial Partners
Iowa
$811K +$14.2K +317 +2%
BRM
47
Boston Research & Management
Massachusetts
$804K +$4.03K +90 +0.5%
WP
48
WealthPLAN Partners
Nebraska
$739K +$739K +16,483 New
CA
49
Cetera Advisors
Colorado
$707K +$69.8K +1,547 +11%
PA
50
Parallel Advisors
California
$677K +$68.5K +1,516 +11%
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