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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

148 hedge funds and large institutions have $300M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
24
Increased
60
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFS
Legacy Financial Strategies
Kansas
$4.28M
2
BlackRock
BlackRock
New York
$46.4M
3
DAS
Dynamic Advisor Solutions
Arizona
$1.37M
4
CCM
Coldstream Capital Management
Washington
$1.12M
5
Stifel Financial
Stifel Financial
Missouri
$1.31M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$6.37M
2
VFP
Verus Financial Partners
Virginia
$679K
3
Bank of America
Bank of America
North Carolina
$44.1M
4
BCM
Brookstone Capital Management
Illinois
$3.42M
5
VF
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Annex Advisory Services
Wisconsin
$2.32M +$163K +3,654 +8%
GFPC
27
Global Financial Private Capital
Florida
$2.25M -$279K -2,623 -11%
JWM
28
Jackson Wealth Management
Florida
$2.18M -$33.6K -758 -2%
CAN
29
Cetera Advisor Networks
California
$1.8M +$54.6K +1,225 +3%
AIP
30
Ahrens Investment Partners
Louisiana
$1.74M +$8.92K +200 +0.5%
RCG
31
Ruggie Capital Group
Florida
$1.73M -$41.3K -927 -2%
BWA
32
Burt Wealth Advisors
Maryland
$1.64M +$1.07K +24 +0.1%
PWAG
33
Polaris Wealth Advisory Group
California
$1.51M +$6.28K +141 +0.4%
CA
34
Cetera Advisors
Colorado
$1.42M +$272K +6,080 +24%
SCM
35
Stonehearth Capital Management
Massachusetts
$1.41M +$84.9K +1,905 +6%
BTS
36
BB&T Securities
Virginia
$1.39M +$239K +5,372 +21%
NWM
37
Northwest Wealth Management
Iowa
$1.38M +$145K +3,242 +12%
DAS
38
Dynamic Advisor Solutions
Arizona
$1.37M +$1.37M +30,727 New
SFG
39
StrategIQ Financial Group
Indiana
$1.36M -$14.6K -328 -1%
IA
40
IFP Advisors
Florida
$1.32M – – –
Stifel Financial
41
Stifel Financial
Missouri
$1.31M +$1.08M +24,213 +462%
CCM
42
Coldstream Capital Management
Washington
$1.12M +$1.12M +25,198 New
EA
43
Efficient Advisors
Ohio
$1.1M +$19.6K +439 +2%
PAG
44
Private Advisor Group
New Jersey
$1.08M +$602K +13,512 +127%
ACS
45
Archford Capital Strategies
Illinois
$1.04M +$98.5K +2,127 +11%
Jane Street
46
Jane Street
New York
$1.01M +$1.01M +22,710 New
MML Investors Services
47
MML Investors Services
Massachusetts
$926K +$152K +3,420 +20%
Goldman Sachs
48
Goldman Sachs
New York
$905K -$13.4K -301 -1%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$841K +$619K +13,882 +278%
AG
50
Advisor Group
Arizona
$825K +$20K +448 +2%
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