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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

96 hedge funds and large institutions have $256M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
40
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.57M
3
Bank of America
3
Bank of America
North Carolina
$44.7M
4
PAMG
4
Patton Albertson Miller Group
Tennessee
$3.06M
5
BIT
5
BlackRock Institutional Trust
California
$26.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.85M
2
LPL Financial
2
LPL Financial
California
$6.54M
3
BCM
3
Brookstone Capital Management
Illinois
$1.16M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$598K
5
BWM
5
Braver Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
101
Sargent Bickham Lagudis
Colorado
– -$215K -5,453 Closed
FWM
102
Frontier Wealth Management
Missouri
– -$203K -5,153 Closed
AIG
103
American International Group
New York
– -$93K -2,358 Closed
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
– -$59K -1,493 Closed
1 2 3 4
5