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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

200 hedge funds and large institutions have $417M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-18
Holders Change %
-8.26%
% of All Funds
4.42%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
27
Increased
51
Reduced
80
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$12.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.3M
3
TF
TIAA FSB
Florida
$2.42M
4
Wells Fargo
Wells Fargo
California
$19.6M
5
WA
WestEnd Advisors
North Carolina
$2.09M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$2.27M
2
SWPG
Strategic Wealth Partners Group
Illinois
$44.8M
3
CFA
Cahill Financial Advisors
Minnesota
$4.21M
4
FHC
First Heartland Consultants
Missouri
$0
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
201
First Heartland Consultants
Missouri
– -$2.21M -46,172 Closed
Citadel Advisors
202
Citadel Advisors
Florida
– -$1.53M -31,883 Closed
CS
203
Credit Suisse
Switzerland
– -$1.15M -23,941 Closed
Renaissance Technologies
204
Renaissance Technologies
New York
– -$849K -17,754 Closed
RCIM
205
Red Cedar Investment Management
Michigan
– -$765K -15,986 Closed
KA
206
Kovack Advisors
Florida
– -$576K -12,050 Closed
B
207
Brightworth
Georgia
– -$568K -11,874 Closed
CSIA
208
Charles Schwab Investment Advisory
California
– -$555K -11,602 Closed
CAMG
209
CWA Asset Management Group
Florida
– -$525K -10,979 Closed
RA
210
Rational Advisors
New York
– -$507K -10,603 Closed
AWA
211
Acorn Wealth Advisors
Michigan
– -$486K -10,147 Closed
MWP
212
MYCIO Wealth Partners
Pennsylvania
– -$401K -8,382 Closed
MML Investors Services
213
MML Investors Services
Massachusetts
– -$397K -8,301 Closed
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
– -$370K -7,724 Closed
CPO
215
Cerity Partners OCIO
New York
– -$349K -7,216 Closed
US Bancorp
216
US Bancorp
Minnesota
– -$332K -6,938 Closed
FAM
217
Formidable Asset Management
Ohio
– -$314K -6,518 Closed
CIA
218
Compass Ion Advisors
Pennsylvania
– -$266K -5,553 Closed
IAA
219
Independent Advisor Alliance
North Carolina
– -$261K -5,464 Closed
JWCA
220
J.W. Cole Advisors
Florida
– -$251K -5,244 Closed
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
– -$227K -4,753 Closed
RIA
222
Realta Investment Advisors
Delaware
– -$218K -4,585 Closed
GWCM
223
Godshalk Welsh Capital Management
Pennsylvania
– -$215K -4,502 Closed
OIA
224
OneDigital Investment Advisors
Kansas
– -$214K -4,482 Closed
NP
225
NorthRock Partners
Minnesota
– -$208K -4,348 Closed
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