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iShares Core 60/40 Balanced Allocation ETF

362 hedge funds and large institutions have $935M invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 146 increasing their positions, 128 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
4.86%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
33
Increased
146
Reduced
128
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VA
226
Valmark Advisers
Ohio
$371K +$9.05K +147 +2%
PJWM
227
Philip James Wealth Mangement
Georgia
$368K -$7.64K -124 -2%
RFN
228
RDA Financial Network
Iowa
$367K
FFA
229
Farther Finance Advisors
California
$359K -$25.7K -417 -7%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$357K +$7.82K +127 +2%
DWP
231
Destiny Wealth Partners
Florida
$354K +$354K +5,754 New
NAS
232
Nicolet Advisory Services
Wisconsin
$353K -$54.1K -885 -13%
MW
233
Maia Wealth
Colorado
$350K +$350K +5,683 New
SP
234
Successful Portfolios
Florida
$348K
GFM
235
GEN Financial Management
Minnesota
$348K -$29.9K -485 -8%
PAA
236
Peregrine Asset Advisers
Oregon
$346K
GCM
237
G2 Capital Management
Ohio
$344K
PSCM
238
Per Stirling Capital Management
Texas
$341K +$862 +14 +0.3%
IA
239
IFP Advisors
Florida
$340K +$297K +4,829 +701%
CA
240
CoreCap Advisors
Michigan
$334K +$24.9K +405 +8%
HI
241
Harper Investing
California
$329K +$78.1K +1,268 +31%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$325K +$155K +2,511 +91%
KOC
243
Koss-Olinger Consulting
Florida
$321K -$40.5K -657 -11%
CAM
244
Carret Asset Management
New York
$309K
W
245
Wealthquest
Ohio
$306K -$1.42K -23 -0.5%
AFG
246
Atomi Financial Group
New York
$303K +$303K +4,914 New
SSC
247
Syverson Strege & Co
Iowa
$298K +$7.33K +119 +3%
SFG
248
Sovereign Financial Group
Connecticut
$295K
CAL
249
Capital Analysts LLC
Pennsylvania
$295K -$246 -4 -0.1%
EA
250
Efficient Advisors
Ohio
$289K -$2.71K -44 -0.9%