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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 %
AFP
51
Ausdal Financial Partners
Iowa
$1.42M +$91.5K +1,753 +7%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.42M +$697K +13,353 +97%
GW
53
GW & Wade
Massachusetts
$1.42M +$1.42M +27,119 New
FAAM
54
First Ascent Asset Management
Colorado
$1.38M +$17.8K +341 +1%
HPC
55
Hobart Private Capital
North Carolina
$1.35M +$453K +8,685 +50%
AWM
56
AE Wealth Management
Kansas
$1.32M +$386K +7,392 +41%
PAG
57
Private Advisor Group
New Jersey
$1.26M +$34.9K +668 +3%
DAS
58
Dynamic Advisor Solutions
Arizona
$1.23M +$1.23M +23,601 New
Renaissance Technologies
59
Renaissance Technologies
New York
$1.21M +$992K +19,000 +452%
AF
60
Advisornet Financial
Minnesota
$1.21M -$182K -3,481 -13%
CIP
61
Capital Insight Partners
Arizona
$1.17M +$152K +2,915 +15%
EA
62
Efficient Advisors
Ohio
$1.14M -$30.6K -586 -3%
ACS
63
Archford Capital Strategies
Illinois
$1.11M -$37.7K -711 -3%
PCWA
64
Pacific Capital Wealth Advisors
California
$1.08M +$98.2K +1,881 +10%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$1.03M +$529K +10,130 +105%
TC
66
Trilogy Capital
California
$1.02M -$96.8K -1,853 -9%
FAIM
67
Financial Advocates Investment Management
Washington
$916K +$426K +6,812 +87%
CCP
68
Cardan Capital Partners
Colorado
$908K -$171K -3,270 -16%
SS
69
Simplicity Solutions
Minnesota
$891K +$384K +7,362 +76%
APA
70
American Portfolios Advisors
New York
$870K +$323K +6,186 +59%
UCFA
71
United Capital Financial Advisors
Texas
$847K +$267K +5,114 +46%
W
72
Wealthquest
Ohio
$831K +$48.6K +931 +6%
BWM
73
Bulltick Wealth Management
Florida
$806K +$806K +15,444 New
SS
74
Sunbelt Securities
Texas
$802K +$802K +15,360 New
SWP
75
Summit Wealth Partners
Florida
$786K +$178K +3,406 +29%
1 2
3
4 5