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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 %
AF
151
Allworth Financial
California
$1K -$813 -26 -45%
CF
152
Centaurus Financial
California
$422 -$531K -11,335 -100%
BCWM
153
Bartlett & Co Wealth Management
Ohio
$90 – – –
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
– -$12.8M -289,092 Closed
VF
155
Virtu Financial
New York
– -$1.99M -44,859 Closed
DDPOM
156
Delta Dental Plan of Michigan
Michigan
– -$709K -15,986 Closed
CAG
157
Csenge Advisory Group
Florida
– -$469K -10,578 Closed
CCA
158
Clearwater Capital Advisors
Illinois
– -$333K -7,497 Closed
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
– -$296K -6,670 Closed
Northern Trust
160
Northern Trust
Illinois
– -$261K -5,894 Closed
Creative Planning
161
Creative Planning
Kansas
– -$245K -5,521 Closed
APA
162
American Portfolios Advisors
New York
– -$205K -4,629 Closed
JFA
163
JNBA Financial Advisors
Minnesota
– -$148K -3,343 Closed
B
164
Bridgeworth
Alabama
– -$96K -2,188 Closed
SEI Investments
165
SEI Investments
Pennsylvania
– -$90K -2,024 Closed
RWP
166
RWA Wealth Partners
Massachusetts
– -$53K -1,198 Closed
CPA
167
Clear Perspective Advisors
Illinois
– -$972K -885 Closed
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
– -$9K -200 Closed
MCM
169
Mainstay Capital Management
Michigan
– -$4K -90 Closed
GBBWRPM
170
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$2K -45 Closed
BFEC
171
Benjamin F. Edwards & Company
Missouri
– -$1K -30 Closed
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