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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

193 hedge funds and large institutions have $435M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-7
Holders Change %
-3.5%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
26
Increased
71
Reduced
70
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$11.6M
2
Stifel Financial
Stifel Financial
Missouri
$7.01M
3
Jane Street
Jane Street
New York
$3.7M
4
Morgan Stanley
Morgan Stanley
New York
$12.5M
5
SWP
Stratos Wealth Partners
Ohio
$4.18M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.27M
2
RJA
Raymond James & Associates
Florida
$366K
3
ACP
Aveo Capital Partners
Colorado
$0
4
SWPG
Strategic Wealth Partners Group
Illinois
$45.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
126
Glovista Investments
New Jersey
$232K +$232K +5,000 New
BOPW
127
Brandywine Oak Private Wealth
Pennsylvania
$226K -$6.47K -140 -3%
OPS
128
Orion Portfolio Solutions
Nebraska
$224K +$167K +3,593 +290%
IWM
129
IHT Wealth Management
Illinois
$219K -$25.5K -549 -10%
CWC
130
Carolinas Wealth Consulting
North Carolina
$214K +$11K +238 +5%
GWCM
131
Godshalk Welsh Capital Management
Pennsylvania
$209K +$209K +4,505 New
OIA
132
OneDigital Investment Advisors
Kansas
$208K +$208K +4,357 New
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$199K +$2.18K +47 +1%
APWA
134
Atlas Private Wealth Advisors
New Jersey
$196K +$196K +4,229 New
IF
135
Ironwood Financial
Arizona
$191K +$7.24K +156 +4%
JWA
136
JFS Wealth Advisors
Pennsylvania
$183K +$834 +18 +0.5%
CFG
137
CKW Financial Group
Hawaii
$176K +$5.98K +129 +4%
GWMIA
138
Global Wealth Management Investment Advisory
Florida
$139K +$326 +7 +0.2%
BHWM
139
Bay Harbor Wealth Management
Maryland
$137K -$5.34K -115 -4%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$137K +$2.3K +50 +2%
TF
141
TimeScale Financial
Massachusetts
$119K -$118K -2,535 -50%
SFS
142
Sowell Financial Services
Arkansas
$107K +$2.46K +53 +2%
CFD
143
Creative Financial Designs
Indiana
$107K +$107K +2,309 New
PCG
144
Private Capital Group
Connecticut
$103K – – –
TFO
145
Tarbox Family Office
California
$98K +$7.68K +166 +9%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$95K -$231K -4,938 -71%
WA
147
WestEnd Advisors
North Carolina
$93.6K -$2.25M -48,507 -96%
FCA
148
FinTrust Capital Advisors
South Carolina
$80K +$39.7K +856 +98%
LFG
149
LifePlan Financial Group
Ohio
$67K +$11.9K +257 +22%
AAP
150
Arax Advisory Partners
Colorado
$66K -$32.9K -706 -33%
4 5
6
7 8