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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 %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$489K +$150K +2,866 +44%
AIP
102
Ahrens Investment Partners
Louisiana
$488K -$40.3K -772 -8%
WWM
103
Western Wealth Management
Colorado
$481K +$12K +230 +3%
HSWM
104
Hubbell Strickland Wealth Management
Louisiana
$470K -$24.5K -469 -5%
AF
105
Allworth Financial
California
$464K +$464K +8,898 New
RJA
106
Raymond James & Associates
Florida
$463K -$26.5K -507 -5%
AIA
107
Arbor Investment Advisors
North Carolina
$457K +$2.82K +54 +0.6%
CF
108
Centaurus Financial
California
$450K +$319K +6,107 +243%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$420K +$96.7K +1,855 +30%
SFWA
110
Summit Financial Wealth Advisors
Louisiana
$411K -$528K -10,903 -56%
BFA
111
Beacon Financial Advisory
Ohio
$397K +$3.34K +64 +0.8%
DP
112
Divergent Planning
Maryland
$396K +$396K +7,584 New
MPPLM
113
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$393K -$14.1K -271 -3%
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$383K +$5.06K +97 +1%
CPWM
115
Cardinal Point Wealth Management
California
$378K +$378K +7,232 New
MFGP
116
Marshall Financial Group (Pennsylvania)
Pennsylvania
$372K +$48K +920 +15%
F
117
F3Logic
Minnesota
$371K +$22.9K +441 +7%
SSC
118
Syverson Strege & Co
Iowa
$361K +$361K +6,919 New
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$359K +$359K +6,886 New
TFS
120
TrustCore Financial Services
Tennessee
$348K – – –
CL
121
COWA LLC
Oklahoma
$348K +$348K +6,592 New
PFS
122
Prospera Financial Services
Texas
$347K +$26.2K +503 +8%
PPP
123
Private Portfolio Partners
New Jersey
$347K -$3.39K -65 -1%
OGF
124
Orin Green Financial
California
$336K +$336K +6,434 New
SCM
125
Stonehearth Capital Management
Massachusetts
$335K -$30.3K -582 -8%
3 4
5
6 7