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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

169 hedge funds and large institutions have $438M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
71
Reduced
58
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$22.3M
2
Ameriprise
Ameriprise
Minnesota
$8.76M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$2.46M
5
Citadel Advisors
Citadel Advisors
Florida
$1.18M

Top Sellers

1
SWPG
Strategic Wealth Partners Group
Illinois
$55.9M
2
Bank of America
Bank of America
North Carolina
$55.9M
3
CFA
Cahill Financial Advisors
Minnesota
$7.69M
4
VFP
Verus Financial Partners
Virginia
$1.58M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
151
Howe & Rusling
New York
$18K +$18K +390 New
FCMT
152
Founders Capital Management (Texas)
Texas
$16K – – –
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K – – –
GRP
154
Global Retirement Partners
California
$13K – – –
MA
155
MCF Advisors
Kentucky
$12K – – –
AIP
156
Ameritas Investment Partners
Nebraska
$12K – – –
LWM
157
Liberty Wealth Management
California
$10K – – –
1IA
158
1834 Investment Advisors
Wisconsin
$8K -$15.2K -332 -65%
LF
159
Lee Financial
Texas
$8K – – –
WEC
160
Winslow Evans & Crocker
Massachusetts
$8K – – –
TFO
161
Tarbox Family Office
California
$8K +$4.54K +101 +131%
BCI
162
Brinker Capital Investments
Pennsylvania
$7K +$695 +15 +11%
RCM
163
Rain Capital Management
Oregon
$7K +$7K +145 New
FWM
164
Focused Wealth Management
New York
$6K +$43 +1 +0.7%
VNA
165
Valley National Advisers
Pennsylvania
$5K – – –
CIAS
166
Capital Investment Advisory Services
North Carolina
$5K – – –
CFA
167
Carroll Financial Associates
North Carolina
$4K -$47.1K -1,095 -92%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
CCM
169
Cribstone Capital Management
Maine
$1K -$9.4K -235 -90%
MML Investors Services
170
MML Investors Services
Massachusetts
– -$535K -11,630 Closed
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
– -$493K -10,709 Closed
FIA
172
Foundations Investment Advisors
Arizona
– -$457K -9,904 Closed
CWM
173
Cornerstone Wealth Management
Missouri
– -$341K -7,398 Closed
VHAM
174
Van Hulzen Asset Management
California
– -$336K -7,291 Closed
PAM
175
Peak Asset Management
Colorado
– -$254K -5,513 Closed
4 5 6
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