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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

81 hedge funds and large institutions have $499M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
2.13%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
25
Increased
28
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$334M
2
LPL Financial
2
LPL Financial
California
$17.2M
3
Wells Fargo
3
Wells Fargo
California
$10.3M
4
HC
4
HHG & Company
Connecticut
$13.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.9M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CL
2
CPWM LLC
Washington
$0
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NPC
51
National Planning Corporation
California
$335K 9,048 +9,048 New
CAMG
52
CWA Asset Management Group
Florida
$320K 8,237 +8,237 New
FAAS
53
First Allied Advisory Services
California
$311K 7,984 -19 -0.2%
MFS
54
MSI Financial Services
Massachusetts
$306K 7,873 -3,152 -29%
IFAM
55
Institutional & Family Asset Management
Colorado
$304K 7,830 +7,830 New
KSA
56
Ken Stern & Associates
California
$252K 6,482 +421 +7%
PWAG
57
Polaris Wealth Advisory Group
California
$243K 6,255 +6,255 New
Citigroup
58
Citigroup
New York
$210K 5,400 -144 -3%
VFP
59
Verus Financial Partners
Virginia
$210K 5,404 +5,404 New
FWM
60
Frontier Wealth Management
Missouri
$200K 5,153 +5,153 New
WP
61
WealthPLAN Partners
Nebraska
$194K 5,000 +5,000 New
AWM
62
Avior Wealth Management
Nebraska
$172K 4,422 +151 +4%
Creative Planning
63
Creative Planning
Kansas
$131K 3,366 – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$87K 2,240 -141 -6%
CFG
65
CKW Financial Group
Hawaii
$76K 1,961 +49 +3%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$58K 1,493 – –
AWM
67
AllSquare Wealth Management
New York
$51K 1,321 – –
WEC
68
Winslow Evans & Crocker
Massachusetts
$42.4K 1,090 +340 +45%
AIG
69
American International Group
New York
$25K 638 +69 +12%
RFWA
70
RPg Family Wealth Advisory
Massachusetts
$18.5K 475 +475 New
FWM
71
Focused Wealth Management
New York
$16K 406 +1 +0.2%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$14K 360 – –
AF
73
Allworth Financial
California
$13K 325 – –
GWM
74
Gupta Wealth Management
California
$12K 310 – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$12K 300 +300 New
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