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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

156 hedge funds and large institutions have $395M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
–
Holders Change %
0%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
60
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIA
Regal Investment Advisors
Michigan
+$5.3M
2
PAG
Private Advisor Group
New Jersey
+$1.67M
3
Jane Street
Jane Street
New York
+$1.51M
4
Bank of America
Bank of America
North Carolina
+$1.18M
5
BlackRock
BlackRock
New York
+$1.12M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$31.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.8M
3
UBS Group
UBS Group
Switzerland
-$2.12M
4
VF
Virtu Financial
New York
-$1.99M
5
CWM
Cornerstone Wealth Management
Missouri
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWPG
126
Strategic Wealth Partners Group
Illinois
$30.8K +$2.58K +57,108 +9%
1IA
127
1834 Investment Advisors
Wisconsin
$23K – – –
SFM
128
Signet Financial Management
New Jersey
$22K – – –
KC
129
KHP Capital
Oklahoma
$22K +$1.67K +37 +8%
CPIG
130
Chicago Partners Investment Group
Illinois
$22K +$4.16K +99 +23%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$20K +$20K +450 New
FHA
132
Flagship Harbor Advisors
Massachusetts
$16K – – –
FCMT
133
Founders Capital Management (Texas)
Texas
$15K – – –
KJWM
134
Kiley Juergens Wealth Management
Washington
$15K – – –
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9K – – –
AIP
136
Ameritas Investment Partners
Nebraska
$13K – – –
LFG
137
LifePlan Financial Group
Ohio
$13K – – –
CCM
138
Cribstone Capital Management
Maine
$13K – – –
RFWA
139
RPg Family Wealth Advisory
Massachusetts
$12.4K – – –
GRP
140
Global Retirement Partners
California
$12K – – –
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +270 New
Citigroup
142
Citigroup
New York
$10K +$10K +220 New
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$10K +231 New
LF
144
Lee Financial
Texas
$7K – – –
AA
145
Ancora Advisors
Ohio
$7K +$7K +159 New
FWM
146
Focused Wealth Management
New York
$6K +$44 +1 +0.7%
MWM
147
Mascoma Wealth Management
New Hampshire
$5K – – –
SWM
148
SeaCrest Wealth Management
New York
$4K – – –
BCI
149
Brinker Capital Investments
Pennsylvania
$4K +$791 +17 +25%
CAC
150
Certified Advisory Corp
Florida
$2K +$2K +55 New
3 4 5
6
7