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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

169 hedge funds and large institutions have $438M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
71
Reduced
58
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$22.3M
2
Ameriprise
2
Ameriprise
Minnesota
$8.76M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.46M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.18M

Top Sellers

1
SWPG
1
Strategic Wealth Partners Group
Illinois
$55.9M
2
Bank of America
2
Bank of America
North Carolina
$55.9M
3
CFA
3
Cahill Financial Advisors
Minnesota
$7.69M
4
VFP
4
Verus Financial Partners
Virginia
$1.58M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$3.45M +$339K +7,351 +11%
SFWA
27
Summit Financial Wealth Advisors
Louisiana
$3.08M -$1.16M -25,213 -27%
AAS
28
Annex Advisory Services
Wisconsin
$2.78M +$176K +3,828 +7%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$2.64M +$182K +3,942 +7%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.46M +$1.38M +29,987 +128%
PWAG
31
Polaris Wealth Advisory Group
California
$2.37M +$38.9K +862 +2%
PAG
32
Private Advisor Group
New Jersey
$2.28M -$176K -3,821 -7%
NG
33
Northstar Group
New York
$2.28M -$66.4K -1,441 -3%
SFG
34
Sage Financial Group
Pennsylvania
$2.26M +$351K +7,609 +18%
NWM
35
Northwest Wealth Management
Iowa
$2.15M +$214K +4,639 +11%
SFG
36
StrategIQ Financial Group
Indiana
$2.07M +$136K +2,942 +7%
Jane Street
37
Jane Street
New York
$2.03M +$852K +18,503 +72%
RWM
38
Reston Wealth Management
Virginia
$1.98M +$92.5K +2,009 +5%
BTS
39
BB&T Securities
Virginia
$1.77M +$456K +9,911 +35%
BWA
40
Burt Wealth Advisors
Maryland
$1.74M +$3.13K +68 +0.2%
BCM
41
Brookstone Capital Management
Illinois
$1.61M -$39.7K -862 -2%
WWM
42
Western Wealth Management
Colorado
$1.59M +$29.9K +648 +2%
VFP
43
Verus Financial Partners
Virginia
$1.58M -$2.17M -47,130 -58%
AG
44
Advisor Group
Arizona
$1.54M -$325K -7,059 -17%
CWM
45
Cahaba Wealth Management
Georgia
$1.48M -$112K -2,421 -7%
NAS
46
Nicolet Advisory Services
Wisconsin
$1.41M +$36.2K +785 +3%
AF
47
Advisornet Financial
Minnesota
$1.21M +$166K +3,598 +16%
Citadel Advisors
48
Citadel Advisors
Florida
$1.18M +$1.18M +25,704 New
EA
49
Efficient Advisors
Ohio
$1.12M +$61.9K +1,343 +6%
JFA
50
JNBA Financial Advisors
Minnesota
$1.09M -$37.2K -808 -3%
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