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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 %
SWA
176
SOA Wealth Advisors
New York
$124K +$124K +2,325 New
PCG
177
Private Capital Group
Connecticut
$116K – – –
NFG
178
Next Financial Group
Texas
$110K – – –
ICP
179
Interchange Capital Partners
Pennsylvania
$88K +$88K +1,694 New
AAP
180
Arax Advisory Partners
Colorado
$81K +$6.55K +126 +9%
CAL
181
Capital Analysts LLC
Pennsylvania
$77K +$3.3K +63 +4%
Citigroup
182
Citigroup
New York
$67K – – –
TFO
183
Tarbox Family Office
California
$64K -$26.5K -510 -29%
KCM
184
Kathmere Capital Management
Pennsylvania
$62K +$156 +3 +0.3%
GIA
185
Goodwin Investment Advisory
Georgia
$62K +$62K +1,203 New
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.6K – – –
SWM
187
Sugarloaf Wealth Management
Georgia
$57K +$105 +2 +0.2%
RIM
188
Rockbridge Investment Management
New York
$57K +$29.7K +573 +109%
JWBC
189
John W. Brooker & Co
California
$57K +$36.7K +700 +181%
GWMIA
190
Global Wealth Management Investment Advisory
Florida
$53K -$832 -16 -2%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$51K – – –
AWM
192
AllSquare Wealth Management
New York
$49K – – –
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$47K -$52.2K -1,011 -53%
OC
194
Oakworth Capital
Alabama
$45K – – –
TFGT
195
TS Financial Group (TSFG)
Illinois
$45K – – –
SBL
196
Sargent Bickham Lagudis
Colorado
$45K +$158 +3 +0.4%
RG
197
Retirement Group
California
$44K -$5.15K -100 -10%
CAAS
198
Capital Asset Advisory Services
Michigan
$44K +$44K +839 New
RCM
199
Rain Capital Management
Oregon
$41K +$158 +3 +0.4%
ASN
200
Advisory Services Network
Georgia
$32K – – –
6 7
8
9 10