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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

193 hedge funds and large institutions have $435M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 30 closing their positions.

Holders
193
Holders Change
-7
Holders Change %
-3.5%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
26
Increased
71
Reduced
70
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$11.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$7.01M
3
Jane Street
3
Jane Street
New York
$3.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$4.18M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.27M
2
RJA
2
Raymond James & Associates
Florida
$366K
3
ACP
3
Aveo Capital Partners
Colorado
$0
4
SWPG
4
Strategic Wealth Partners Group
Illinois
$45.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
Sage Financial Group
Pennsylvania
$3.51M +$734K +15,824 +26%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.41M +$3.16M +68,077 +1,267%
MFS
28
Madrona Financial Services
Washington
$3.3M +$174K +3,748 +6%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$3.28M +$2.5M +53,913 +320%
WA
30
Waverly Advisors
Alabama
$3.05M -$94.2K -1,933 -3%
NWM
31
Northwest Wealth Management
Iowa
$2.72M +$75.5K +1,627 +3%
SFWC
32
Strategic Family Wealth Counselors
New Jersey
$2.67M +$1.14M +24,471 +74%
PWAG
33
Polaris Wealth Advisory Group
California
$2.52M +$66.7K +1,435 +3%
VWA
34
Visionary Wealth Advisors
Illinois
$2.34M -$52K -1,120 -2%
SFG
35
StrategIQ Financial Group
Indiana
$2.19M -$83.5K -1,801 -4%
BWA
36
Burt Wealth Advisors
Maryland
$2.04M +$56.5K +1,217 +3%
NG
37
Northstar Group
New York
$1.8M -$260K -5,606 -13%
TPWA
38
TRUE Private Wealth Advisors
Oregon
$1.75M +$563K +12,145 +47%
Truist Financial
39
Truist Financial
North Carolina
$1.74M -$873K -18,812 -33%
AAS
40
Annex Advisory Services
Wisconsin
$1.7M +$66.6K +1,436 +4%
CWM
41
Cahaba Wealth Management
Georgia
$1.7M +$177K +3,698 +12%
KFA
42
Kays Financial Advisory
Georgia
$1.66M +$1.43M +30,907 +623%
VFP
43
Verus Financial Partners
Virginia
$1.58M +$7.93K +171 +0.5%
Citadel Advisors
44
Citadel Advisors
Florida
$1.48M +$1.48M +31,893 New
BCM
45
Brookstone Capital Management
Illinois
$1.35M -$411K -8,856 -23%
RWM
46
Reston Wealth Management
Virginia
$1.34M +$77.6K +1,672 +6%
AF
47
Advisornet Financial
Minnesota
$1.3M +$101K +2,170 +8%
NAS
48
Nicolet Advisory Services
Wisconsin
$1.29M +$17.5K +377 +1%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.27M -$14.8M -318,625 -92%
FAAM
50
First Ascent Asset Management
Colorado
$1.15M +$265K +5,719 +30%
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