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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

259 hedge funds and large institutions have $566M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 20 closing their positions.

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
4.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
33
Increased
98
Reduced
80
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.59M
3
BlackRock
3
BlackRock
New York
$80.1M
4
AL
4
Aspiriant LLC
California
$4.59M
5
FAIM
5
Financial Advocates Investment Management
Washington
$1.41M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.1M
2
AssetMark Inc
2
AssetMark Inc
California
$20.7M
3
MSA
3
Marino Stram & Associates
Massachusetts
$0
4
Bank of America
4
Bank of America
North Carolina
$62.9M
5
LHC
5
Little House Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$3.89M 68,523 +2,123 +3%
NWM
27
Northwest Wealth Management
Iowa
$3.53M 63,017 +307 +0.5%
CA
28
Calton & Associates
Florida
$3.49M 62,233 -1,219 -2%
SFG
29
Sage Financial Group
Pennsylvania
$3.4M 60,777 -675 -1%
SFG
30
StrategIQ Financial Group
Indiana
$2.98M 53,273 +2,514 +5%
SFWC
31
Strategic Family Wealth Counselors
New Jersey
$2.85M 50,970 +100 +0.2%
BWA
32
Burt Wealth Advisors
Maryland
$2.73M 48,781 +2 +0%
AAS
33
Annex Advisory Services
Wisconsin
$2.6M 46,351 +428 +0.9%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$2.59M 46,299 +35,099 +313%
Ameriprise
35
Ameriprise
Minnesota
$2.51M 45,059 -626 -1%
VWA
36
Visionary Wealth Advisors
Illinois
$2.5M 44,601 -2,290 -5%
Citadel Advisors
37
Citadel Advisors
Florida
$2.43M 43,359 +8,674 +25%
Truist Financial
38
Truist Financial
North Carolina
$2.29M 40,840 +4,616 +13%
CFA
39
Cahill Financial Advisors
Minnesota
$2.26M 40,295 -1,168 -3%
PWAG
40
Polaris Wealth Advisory Group
California
$2.15M 38,268 -343 -0.9%
GW
41
GW & Wade
Massachusetts
$2.13M 38,028 +385 +1%
AWM
42
AE Wealth Management
Kansas
$2.1M 37,535 -820,805 -96%
KA
43
Kovack Advisors
Florida
$2.07M 37,023 -570 -2%
BCM
44
Brookstone Capital Management
Illinois
$2.01M 35,802 -2,193 -6%
VFP
45
Verus Financial Partners
Virginia
$1.93M 34,548 +395 +1%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.76M 31,409 +7,492 +31%
BCM
47
BlueCrest Capital Management
Jersey
$1.76M 31,402 +18,684 +147%
RWM
48
Reston Wealth Management
Virginia
$1.7M 30,261 +2,757 +10%
NG
49
Northstar Group
New York
$1.68M 30,019 -3,137 -9%
TPWA
50
TRUE Private Wealth Advisors
Oregon
$1.68M 29,980 -324 -1%
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