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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 %
PAG
51
Private Advisor Group
New Jersey
$1.54M 28,792 +4,593 +19%
HPC
52
Hobart Private Capital
North Carolina
$1.54M 28,745 +2,805 +11%
RWM
53
Reston Wealth Management
Virginia
$1.47M 27,504 -1,504 -5%
SWP
54
Stratos Wealth Partners
Ohio
$1.45M 27,112 -1,805 -6%
NAS
55
Nicolet Advisory Services
Wisconsin
$1.39M 25,891 -1,795 -6%
AFP
56
Ausdal Financial Partners
Iowa
$1.36M 25,370 -1,868 -7%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$1.31M 24,514 +4,696 +24%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$1.28M 23,917 -3,217 -12%
CIP
59
Capital Insight Partners
Arizona
$1.28M 23,847 +1,513 +7%
DAS
60
Dynamic Advisor Solutions
Arizona
$1.28M 23,809 +208 +0.9%
AF
61
Advisornet Financial
Minnesota
$1.24M 23,159 -8 -0%
PCWA
62
Pacific Capital Wealth Advisors
California
$1.18M 21,955 +1,205 +6%
OFG
63
Oxford Financial Group
Indiana
$1.15M 21,514 -17,388 -45%
HI
64
Harbour Investments
Wisconsin
$1.15M 21,514 +21,514 New
HighTower Advisors
65
HighTower Advisors
Illinois
$1.08M 20,105 +13,762 +217%
W
66
Wealthquest
Ohio
$1.07M 19,919 +3,994 +25%
ACS
67
Archford Capital Strategies
Illinois
$1.06M 19,224 -1,701 -8%
APA
68
American Portfolios Advisors
New York
$988K 18,441 +1,765 +11%
TC
69
Trilogy Capital
California
$969K 18,090 -1,426 -7%
PFA
70
Professional Financial Advisors
Nebraska
$925K 17,263 -10,802 -38%
MCWS
71
McKinley Carter Wealth Services
West Virginia
$893K 16,669 +16,669 New
SWP
72
Summit Wealth Partners
Florida
$840K 15,677 +627 +4%
CCP
73
Cardan Capital Partners
Colorado
$811K 15,149 -2,251 -13%
EA
74
Efficient Advisors
Ohio
$805K 15,030 -6,810 -31%
GFG
75
Greystone Financial Group
Michigan
$758K 13,828 +1,171 +9%
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