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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

137 hedge funds and large institutions have $356M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
29
Increased
57
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFP
1
Verus Financial Partners
Virginia
$23.3M
2
BCM
2
Brookstone Capital Management
Illinois
$5.32M
3
Bank of America
3
Bank of America
North Carolina
$47.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.3M
5
GFPC
5
Global Financial Private Capital
Florida
$2.66M

Top Sellers

1
SWPG
1
Strategic Wealth Partners Group
Illinois
$29.6M
2
RIA
2
Regal Investment Advisors
Michigan
$0
3
HH
3
Hilltop Holdings
Texas
$0
4
Lido Advisors
4
Lido Advisors
California
$5.04M
5
VWA
5
V Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.65M +$272K +6,050 +11%
JWM
27
Jackson Wealth Management
Florida
$2.27M +$173K +3,783 +8%
AAS
28
Annex Advisory Services
Wisconsin
$2.17M +$39.7K +885 +2%
LFS
29
Legacy Financial Strategies
Kansas
$2.05M +$2.05M +45,562 New
WA
30
Waverly Advisors
Alabama
$1.82M +$325K +7,226 +22%
RCG
31
Ruggie Capital Group
Florida
$1.78M -$26.2K -582 -1%
CAN
32
Cetera Advisor Networks
California
$1.76M +$99.6K +2,219 +6%
AIP
33
Ahrens Investment Partners
Louisiana
$1.75M -$139K -3,100 -7%
BWA
34
Burt Wealth Advisors
Maryland
$1.65M -$71.1K -1,582 -4%
VF
35
Virtu Financial
New York
$1.62M +$1.31M +29,063 +420%
PWAG
36
Polaris Wealth Advisory Group
California
$1.51M +$23.2K +517 +2%
RJA
37
Raymond James & Associates
Florida
$1.46M +$892K +19,856 +157%
Citadel Advisors
38
Citadel Advisors
Florida
$1.4M +$1.4M +31,138 New
SFG
39
StrategIQ Financial Group
Indiana
$1.38M +$144K +3,206 +12%
SCM
40
Stonehearth Capital Management
Massachusetts
$1.34M +$24.5K +545 +2%
IA
41
IFP Advisors
Florida
$1.32M -$11.5K -256 -0.9%
NWM
42
Northwest Wealth Management
Iowa
$1.25M +$89.9K +2,001 +8%
BTS
43
BB&T Securities
Virginia
$1.16M +$49.9K +1,112 +4%
CA
44
Cetera Advisors
Colorado
$1.16M +$452K +10,028 +64%
AWM
45
AE Wealth Management
Kansas
$1.14M +$655K +14,572 +136%
EA
46
Efficient Advisors
Ohio
$1.09M -$29.3K -653 -3%
JWA
47
JFS Wealth Advisors
Pennsylvania
$1.09M +$29.8K +664 +3%
Goldman Sachs
48
Goldman Sachs
New York
$926K +$12.4K +277 +1%
ACS
49
Archford Capital Strategies
Illinois
$909K -$116K -2,575 -11%
AFP
50
Ausdal Financial Partners
Iowa
$815K +$2.38K +53 +0.3%
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