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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

156 hedge funds and large institutions have $395M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
–
Holders Change %
0%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
60
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIA
Regal Investment Advisors
Michigan
+$5.3M
2
PAG
Private Advisor Group
New Jersey
+$1.67M
3
Jane Street
Jane Street
New York
+$1.51M
4
Bank of America
Bank of America
North Carolina
+$1.18M
5
BlackRock
BlackRock
New York
+$1.12M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$31.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.8M
3
UBS Group
UBS Group
Switzerland
-$2.12M
4
VF
Virtu Financial
New York
-$1.99M
5
CWM
Cornerstone Wealth Management
Missouri
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.48M +$79.6K +1,765 +3%
GFPC
27
Global Financial Private Capital
Florida
$2.37M +$115K +1,086 +5%
AAS
28
Annex Advisory Services
Wisconsin
$2.27M -$172K -3,812 -7%
JWM
29
Jackson Wealth Management
Florida
$2.16M -$67.8K -1,503 -3%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.82M +$430K +9,524 +31%
CAN
31
Cetera Advisor Networks
California
$1.74M -$47K -1,041 -3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.69M -$45 -1 -0%
PAG
33
Private Advisor Group
New Jersey
$1.67M +$1.67M +37,030 New
BWA
34
Burt Wealth Advisors
Maryland
$1.67M +$6.18K +137 +0.4%
Lido Advisors
35
Lido Advisors
California
$1.66M -$851K -18,863 -34%
SFG
36
StrategIQ Financial Group
Indiana
$1.65M +$141K +3,117 +9%
FAIM
37
Financial Advocates Investment Management
Washington
$1.56M +$364K +8,062 +30%
Goldman Sachs
38
Goldman Sachs
New York
$1.56M +$516K +11,440 +49%
NWM
39
Northwest Wealth Management
Iowa
$1.46M +$17.6K +389 +1%
BTS
40
BB&T Securities
Virginia
$1.41M -$9.25K -205 -0.6%
Citadel Advisors
41
Citadel Advisors
Florida
$1.39M +$717K +15,879 +106%
PWAG
42
Polaris Wealth Advisory Group
California
$1.34M -$182K -4,039 -12%
CCM
43
Coldstream Capital Management
Washington
$1.27M +$93.1K +2,062 +8%
Stifel Financial
44
Stifel Financial
Missouri
$1.27M -$37.7K -835 -3%
AG
45
Advisor Group
Arizona
$1.15M +$323K +7,146 +39%
EA
46
Efficient Advisors
Ohio
$1.1M -$4.6K -102 -0.4%
VFP
47
Verus Financial Partners
Virginia
$1.07M +$179K +3,965 +20%
CA
48
Cetera Advisors
Colorado
$962K -$221K -4,890 -19%
AFP
49
Ausdal Financial Partners
Iowa
$948K +$108K +2,392 +13%
RCG
50
Ruggie Capital Group
Florida
$938K -$836K -18,530 -47%
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