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iShares Core 60/40 Balanced Allocation ETF

376 hedge funds and large institutions have $1.01B invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 126 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
226
Divergent Planning
Maryland
$393K
DC
227
Dorval Corp
Minnesota
$391K
PJWM
228
Philip James Wealth Mangement
Georgia
$388K
VA
229
Valmark Advisers
Ohio
$388K
RFN
230
RDA Financial Network
Iowa
$384K
MW
231
Maia Wealth
Colorado
$380K
IAIM
232
International Assets Investment Management
Florida
$378K
Fidelity Investments
233
Fidelity Investments
Massachusetts
$373K
DWP
234
Destiny Wealth Partners
Florida
$370K
SP
235
Successful Portfolios
Florida
$365K
LFAS
236
Level Four Advisory Services
Texas
$365K
HI
237
Harper Investing
California
$365K
PSCM
238
Per Stirling Capital Management
Texas
$359K
PAA
239
Peregrine Asset Advisers
Oregon
$357K
CPCM
240
Cardinal Point Capital Management
Ontario, Canada
$354K
NAS
241
Nicolet Advisory Services
Wisconsin
$349K
PCWA
242
Pacific Capital Wealth Advisors
California
$341K
AFG
243
Atomi Financial Group
New York
$325K
KOC
244
Koss-Olinger Consulting
Florida
$321K
CAM
245
Carret Asset Management
New York
$315K
BA
246
Bellwether Advisors
Nebraska
$315K
TCG
247
Transcendent Capital Group
Oklahoma
$311K
PWPS
248
Pinnacle Wealth Planning Services
Ohio
$311K
EGM
249
Engineers Gate Manager
New York
$309K
CAL
250
Capital Analysts LLC
Pennsylvania
$309K