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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.

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
FHC
1
Fort Henry Capital
West Virginia
$3.88M
2
BlackRock
2
BlackRock
New York
$70.6M
3
IA
3
IFP Advisors
Florida
$1.83M
4
VFP
4
Verus Financial Partners
Virginia
$1.74M
5
FI
5
FormulaFolio Investments
Michigan
$1.5M

Top Sellers

1
SWPG
1
Strategic Wealth Partners Group
Illinois
$42.2M
2
ACP
2
Aveo Capital Partners
Colorado
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$3.31M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$29.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$70.6M 1,353,438 +61,476 +5%
Bank of America
2
Bank of America
North Carolina
$60.9M 1,166,323 -1,613 -0.1%
SWPG
3
Strategic Wealth Partners Group
Illinois
$42.2M 808,279 -147,282 -15%
Wells Fargo
4
Wells Fargo
California
$29.5M 565,873 -18,575 -3%
AssetMark Inc
5
AssetMark Inc
California
$28.5M 545,530 +4,007 +0.7%
Morgan Stanley
6
Morgan Stanley
New York
$14.7M 281,052 +4,374 +2%
LPL Financial
7
LPL Financial
California
$13.5M 258,707 +12,823 +5%
KAS
8
Kestra Advisory Services
Texas
$11.3M 216,711 +19,450 +10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$10.3M 196,684 +27,746 +16%
AWA
10
ARQ Wealth Advisors
Arizona
$9.36M 179,238 +23,570 +15%
UBS Group
11
UBS Group
Switzerland
$9.21M 176,433 -7,835 -4%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.94M 152,107 -17,499 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.93M 151,950 -2,946 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.62M 146,063 -2,393 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.88M 131,834 +15,875 +14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.05M 115,952 +8,840 +8%
WCG
17
Weaver Consulting Group
California
$4.85M 92,847 +3,690 +4%
PAMG
18
Patton Albertson Miller Group
Tennessee
$4.56M 84,467 -1,535 -2%
LIA
19
LBMC Investment Advisors
Tennessee
$4.3M 82,440 +1,235 +2%
SFG
20
Sage Financial Group
Pennsylvania
$4.28M 81,957 +5,065 +7%
Truist Financial
21
Truist Financial
North Carolina
$4.02M 76,940 +11,951 +18%
MSA
22
Marino Stram & Associates
Massachusetts
$4M 76,620 -825 -1%
FHC
23
Fort Henry Capital
West Virginia
$3.88M 74,374 +74,374 New
MFS
24
Madrona Financial Services
Washington
$3.78M 72,394 -528 -0.7%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$3.31M 63,442 -126,834 -67%
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