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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 closing their positions.

Holders
248
Holders Change
+16
Holders Change %
+6.9%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
40
Increased
75
Reduced
88
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$46M
2
ACP
2
Aveo Capital Partners
Colorado
$8.92M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$4.36M
4
CA
4
Calton & Associates
Florida
$3.4M
5
LHC
5
Little House Capital
Massachusetts
$2.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$20.5M
2
SWPG
2
Strategic Wealth Partners Group
Illinois
$39.8M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Truist Financial
4
Truist Financial
North Carolina
$1.94M
5
IA
5
IFP Advisors
Florida
$54K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$3.66M 66,400 +5,884 +10%
CA
27
Calton & Associates
Florida
$3.4M 63,452 +57,509 +968%
NWM
28
Northwest Wealth Management
Iowa
$3.36M 62,710 +373 +0.6%
SFG
29
Sage Financial Group
Pennsylvania
$3.29M 61,452 -20,505 -25%
AL
30
Aspiriant LLC
California
$2.89M 53,875 +16,076 +43%
SFWC
31
Strategic Family Wealth Counselors
New Jersey
$2.73M 50,870 – –
SFG
32
StrategIQ Financial Group
Indiana
$2.72M 50,759 +2,285 +5%
HIP
33
Harrell Investment Partners
Texas
$2.7M 50,397 +16,948 +51%
LHC
34
Little House Capital
Massachusetts
$2.7M 50,397 +50,397 New
BWA
35
Burt Wealth Advisors
Maryland
$2.61M 48,779 -244 -0.5%
VWA
36
Visionary Wealth Advisors
Illinois
$2.51M 46,891 -2,841 -6%
AAS
37
Annex Advisory Services
Wisconsin
$2.46M 45,923 +6,553 +17%
Ameriprise
38
Ameriprise
Minnesota
$2.45M 45,685 -927 -2%
CFA
39
Cahill Financial Advisors
Minnesota
$2.22M 41,463 -6,504 -14%
PWAG
40
Polaris Wealth Advisory Group
California
$2.11M 38,611 -1,446 -4%
BCM
41
Brookstone Capital Management
Illinois
$2.04M 37,995 +3,771 +11%
GW
42
GW & Wade
Massachusetts
$2.02M 37,643 +10,524 +39%
KA
43
Kovack Advisors
Florida
$2.01M 37,593 +37,593 New
Truist Financial
44
Truist Financial
North Carolina
$1.94M 36,224 -40,716 -53%
Citadel Advisors
45
Citadel Advisors
Florida
$1.86M 34,685 +34,685 New
VFP
46
Verus Financial Partners
Virginia
$1.85M 34,153 +888 +3%
NG
47
Northstar Group
New York
$1.78M 33,156 -3,295 -9%
TPWA
48
TRUE Private Wealth Advisors
Oregon
$1.62M 30,304 -1,147 -4%
CWM
49
Cahaba Wealth Management
Georgia
$1.57M 29,235 -442 -1%
FAAM
50
First Ascent Asset Management
Colorado
$1.55M 28,866 +2,392 +9%
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