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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
New York
$70.6M
2
IA
IFP Advisors
Florida
$1.83M
3
VFP
Verus Financial Partners
Virginia
$1.74M
4
FI
FormulaFolio Investments
Michigan
$1.5M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.3M

Top Sellers

1
SWPG
Strategic Wealth Partners Group
Illinois
$42.2M
2
ACP
Aveo Capital Partners
Colorado
$0
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.31M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Wells Fargo
Wells Fargo
California
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$327K -$509K -9,740 -61%
HighTower Advisors
127
HighTower Advisors
Illinois
$327K +$20.2K +391 +7%
TF
128
TimeScale Financial
Massachusetts
$325K +$180K +3,456 +125%
RA
129
RFG Advisory
Alabama
$322K +$322K +6,068 New
TA
130
Tiedemann Advisors
New York
$311K – – –
CA
131
Calton & Associates
Florida
$310K -$87.1K -1,670 -22%
AC
132
Alexandria Capital
Virginia
$301K – – –
HIA
133
Harbor Investment Advisory
Maryland
$297K +$7.52K +144 +3%
PA
134
PFG Advisors
Arizona
$296K -$15.7K -300 -5%
KWM
135
Kingsview Wealth Management
Oregon
$289K +$72.4K +1,387 +33%
LFA
136
Lighthouse Financial Advisors
Maryland
$287K +$27.5K +528 +11%
FWM
137
Frontier Wealth Management
Missouri
$282K -$365 -7 -0.1%
TA
138
Tectonic Advisors
Texas
$278K +$278K +5,320 New
BSWM
139
Boston Standard Wealth Management
Massachusetts
$277K -$20.6K -395 -7%
LGA
140
Lebenthal Global Advisors
New York
$277K +$277K +5,325 New
OAM
141
Occidental Asset Management
California
$275K +$12.8K +245 +5%
CPO
142
Cerity Partners OCIO
New York
$271K +$271K +5,195 New
GWCM
143
Godshalk Welsh Capital Management
Pennsylvania
$268K +$6.53K +125 +2%
BOPW
144
Brandywine Oak Private Wealth
Pennsylvania
$263K -$834 -16 -0.3%
RIL
145
Rothschild Investment LLC
Illinois
$261K – – –
GI
146
Glovista Investments
New Jersey
$261K – – –
IA
147
IFG Advisory
Georgia
$259K +$40.8K +783 +19%
CWP
148
Corepath Wealth Partners
Arizona
$259K +$259K +4,927 New
AIP
149
Almanack Investment Partners
Pennsylvania
$255K -$56.6K -1,084 -18%
CIAS
150
Capital Investment Advisory Services
North Carolina
$252K +$23.6K +453 +10%
4 5
6
7 8