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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

200 hedge funds and large institutions have $417M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 38 closing their positions.

Holders
200
Holders Change
-18
Holders Change %
-8.26%
% of All Funds
4.42%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
27
Increased
51
Reduced
80
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$12.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.3M
3
TF
3
TIAA FSB
Florida
$2.42M
4
Wells Fargo
4
Wells Fargo
California
$19.6M
5
WA
5
WestEnd Advisors
North Carolina
$2.09M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$2.27M
2
SWPG
2
Strategic Wealth Partners Group
Illinois
$44.8M
3
CFA
3
Cahill Financial Advisors
Minnesota
$4.21M
4
FHC
4
First Heartland Consultants
Missouri
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
26
LBMC Investment Advisors
Tennessee
$3.39M -$9.27K -224 -0.3%
MFS
27
Madrona Financial Services
Washington
$2.79M -$379K -9,162 -12%
WA
28
Waverly Advisors
Alabama
$2.67M -$619K -14,960 -19%
SFG
29
Sage Financial Group
Pennsylvania
$2.48M +$313K +7,556 +14%
TF
30
TIAA FSB
Florida
$2.42M +$2.42M +58,470 New
NWM
31
Northwest Wealth Management
Iowa
$2.36M +$8.19K +198 +0.3%
Truist Financial
32
Truist Financial
North Carolina
$2.33M -$1.39M -33,562 -37%
PPA
33
Parametric Portfolio Associates
Washington
$2.27M -$9.08M -219,432 -80%
PWAG
34
Polaris Wealth Advisory Group
California
$2.19M +$12.7K +308 +0.6%
VWA
35
Visionary Wealth Advisors
Illinois
$2.13M +$166K +4,024 +8%
WA
36
WestEnd Advisors
North Carolina
$2.09M +$2.08M +50,217 +16,357%
SFG
37
StrategIQ Financial Group
Indiana
$2.03M -$14.4K -349 -0.7%
NG
38
Northstar Group
New York
$1.83M -$156K -3,765 -8%
BWA
39
Burt Wealth Advisors
Maryland
$1.77M +$337K +8,156 +24%
BCM
40
Brookstone Capital Management
Illinois
$1.57M +$112K +2,702 +8%
SFWA
41
Summit Financial Wealth Advisors
Louisiana
$1.49M -$1.32M -31,517 -47%
AAS
42
Annex Advisory Services
Wisconsin
$1.46M -$984K -23,776 -40%
PAG
43
Private Advisor Group
New Jersey
$1.4M -$86.4K -2,088 -6%
VFP
44
Verus Financial Partners
Virginia
$1.4M -$15.2K -367 -1%
SFWC
45
Strategic Family Wealth Counselors
New Jersey
$1.37M +$1.37M +32,978 New
CWM
46
Cahaba Wealth Management
Georgia
$1.31M -$106K -2,561 -7%
NAS
47
Nicolet Advisory Services
Wisconsin
$1.14M -$57.8K -1,397 -5%
RWM
48
Reston Wealth Management
Virginia
$1.12M -$712K -17,203 -39%
PFA
49
Professional Financial Advisors
Nebraska
$1.07M +$879K +20,028 +450%
AF
50
Advisornet Financial
Minnesota
$1.07M -$130K -3,133 -11%
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