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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

232 hedge funds and large institutions have $492M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 14 closing their positions.

Holders
232
Holders Change
+26
Holders Change %
+12.62%
% of All Funds
4.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
44
Increased
97
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$70.6M
2
IA
2
IFP Advisors
Florida
$1.83M
3
VFP
3
Verus Financial Partners
Virginia
$1.74M
4
FI
4
FormulaFolio Investments
Michigan
$1.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.3M

Top Sellers

1
SWPG
1
Strategic Wealth Partners Group
Illinois
$42.2M
2
ACP
2
Aveo Capital Partners
Colorado
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$3.31M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$3.26M -$46.4K -861 -1%
NWM
27
Northwest Wealth Management
Iowa
$3.25M +$115K +2,211 +4%
SFWC
28
Strategic Family Wealth Counselors
New Jersey
$2.66M +$379K +7,261 +17%
VWA
29
Visionary Wealth Advisors
Illinois
$2.6M -$33.9K -649 -1%
BWA
30
Burt Wealth Advisors
Maryland
$2.56M +$266K +5,095 +12%
SFG
31
StrategIQ Financial Group
Indiana
$2.53M +$116K +2,215 +5%
CFA
32
Cahill Financial Advisors
Minnesota
$2.5M -$640K -12,257 -20%
Ameriprise
33
Ameriprise
Minnesota
$2.43M -$124K -2,373 -5%
PWAG
34
Polaris Wealth Advisory Group
California
$2.13M -$28.1K -530 -1%
AAS
35
Annex Advisory Services
Wisconsin
$2.06M +$99.5K +1,907 +5%
OFG
36
Oxford Financial Group
Indiana
$2.03M -$650K -12,456 -24%
AL
37
Aspiriant LLC
California
$1.97M +$658K +12,593 +50%
NG
38
Northstar Group
New York
$1.9M -$6.52K -125 -0.3%
IA
39
IFP Advisors
Florida
$1.83M +$1.81M +34,812 +13,598%
BCM
40
Brookstone Capital Management
Illinois
$1.79M +$127K +2,430 +8%
HIP
41
Harrell Investment Partners
Texas
$1.75M +$985K +18,871 +129%
VFP
42
Verus Financial Partners
Virginia
$1.74M +$1.74M +33,265 New
TPWA
43
TRUE Private Wealth Advisors
Oregon
$1.64M -$281K -5,382 -15%
RCA
44
Rowland Carmichael Advisors
Arizona
$1.6M +$332K +6,355 +26%
CWM
45
Cahaba Wealth Management
Georgia
$1.58M -$210K -3,947 -12%
RWM
46
Reston Wealth Management
Virginia
$1.51M -$38.2K -732 -2%
SWP
47
Stratos Wealth Partners
Ohio
$1.51M -$103K -1,970 -6%
FI
48
FormulaFolio Investments
Michigan
$1.5M +$1.5M +28,753 New
PFA
49
Professional Financial Advisors
Nebraska
$1.47M -$165K -3,170 -10%
NAS
50
Nicolet Advisory Services
Wisconsin
$1.45M -$418 -8 -0%
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