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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 %
AWA
201
Arkadios Wealth Advisors
Georgia
$31K +$25.8K +500 +500%
SPIA
202
Steward Partners Investment Advisory
New York
$31K +$31K +595 New
DAM
203
Delta Asset Management
Tennessee
$27K -$1.29K -25 -5%
APC
204
Aspire Private Capital
North Carolina
$26K +$9.36K +181 +56%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$26K +$26K +507 New
SC
206
SouthState Corp
Florida
$20K – – –
HR
207
Howe & Rusling
New York
$20K – – –
FA
208
Financial Advantage
Maryland
$20K +$20K +395 New
MIM
209
Macroview Investment Management
Maryland
$19K -$8.68K -163 -31%
FCMT
210
Founders Capital Management (Texas)
Texas
$18K +$18K +339 New
TRCT
211
Tower Research Capital (TRC)
New York
$16K +$16K +304 New
AA
212
Ancora Advisors
Ohio
$15K – – –
PWPS
213
Pinnacle Wealth Planning Services
Ohio
$15K +$15K +288 New
AIP
214
Ameritas Investment Partners
Nebraska
$14K – – –
MA
215
MCF Advisors
Kentucky
$14K – – –
FWM
216
FSA Wealth Management
Massachusetts
$14K +$14K +276 New
AF
217
Affiance Financial
Minnesota
$11K – – –
LWM
218
Liberty Wealth Management
California
$11K – – –
IAIM
219
International Assets Investment Management
Florida
$10K +$10K +193 New
LF
220
Lee Financial
Texas
$9K – – –
FWM
221
Focused Wealth Management
New York
$8K +$110 +2 +1%
LAS
222
Lloyd Advisory Services
Georgia
$7K +$1.63K +31 +30%
CWP
223
Concord Wealth Partners
Virginia
$7K +$7K +125 New
DWP
224
Destiny Wealth Partners
Florida
$7K +$7K +131 New
VNA
225
Valley National Advisers
Pennsylvania
$5K – – –
6 7 8
9
10