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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 %
AA
176
Ancora Advisors
Ohio
$13K – – –
IA
177
IFP Advisors
Florida
$12K -$5.22K -111 -30%
AIP
178
Ameritas Investment Partners
Nebraska
$12K – – –
AF
179
Affiance Financial
Minnesota
$10K -$37.3K -803 -79%
LWM
180
Liberty Wealth Management
California
$10K – – –
JAWM
181
J. Arnold Wealth Management
Ohio
$9K +$44 +1 +0.5%
WEC
182
Winslow Evans & Crocker
Massachusetts
$8K -$48 -1 -0.6%
LF
183
Lee Financial
Texas
$8K – – –
1IA
184
1834 Investment Advisors
Wisconsin
$8K – – –
FWM
185
Focused Wealth Management
New York
$7K – – –
VNA
186
Valley National Advisers
Pennsylvania
$5K – – –
BBA
187
Braun-Bostich & Associates
Pennsylvania
$5K – – –
JWM
188
Janiczek Wealth Management
Colorado
$4K – – –
CIAS
189
Capital Investment Advisory Services
North Carolina
$4K – – –
LAS
190
Lloyd Advisory Services
Georgia
$4K +$719 +16 +22%
CCM
191
Cribstone Capital Management
Maine
$1K – – –
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +30 New
ACP
193
Aveo Capital Partners
Colorado
– -$5.43M -131,167 Closed
TF
194
TIAA FSB
Florida
– -$2.42M -58,470 Closed
SF
195
Summit Financial
New Jersey
– -$933K -22,539 Closed
AAS
196
Avantax Advisory Services
Texas
– -$515K -12,433 Closed
Charles Schwab
197
Charles Schwab
California
– -$473K -11,425 Closed
TFA
198
Tobias Financial Advisors
Florida
– -$382K -9,236 Closed
Baird Financial Group
199
Baird Financial Group
Wisconsin
– -$345K -8,342 Closed
WP
200
WealthPLAN Partners
Nebraska
– -$360K -8,312 Closed
5 6 7
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