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iShares Core 60/40 Balanced Allocation ETF

384 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, 154 increasing their positions, 131 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
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
CPG
226
Cornerstone Planning Group
New Jersey
$400K
XF
227
XML Financial
Maryland
$399K
RAM
228
Readystate Asset Management
Illinois
$394K
Qube Research & Technologies (QRT)
229
Qube Research & Technologies (QRT)
United Kingdom
$394K
SC
230
SouthState Corp
Florida
$393K
DP
231
Divergent Planning
Maryland
$393K
DC
232
Dorval Corp
Minnesota
$391K
PJWM
233
Philip James Wealth Mangement
Georgia
$388K
VA
234
Valmark Advisers
Ohio
$388K
RFN
235
RDA Financial Network
Iowa
$384K
MW
236
Maia Wealth
Colorado
$380K
IAIM
237
International Assets Investment Management
Florida
$378K
Fidelity Investments
238
Fidelity Investments
Massachusetts
$373K
DWP
239
Destiny Wealth Partners
Florida
$370K
SP
240
Successful Portfolios
Florida
$365K
LFAS
241
Level Four Advisory Services
Texas
$365K
HI
242
Harper Investing
California
$365K
PSCM
243
Per Stirling Capital Management
Texas
$359K
PAA
244
Peregrine Asset Advisers
Oregon
$357K
CPCM
245
Cardinal Point Capital Management
Ontario, Canada
$354K
NAS
246
Nicolet Advisory Services
Wisconsin
$349K
PCWA
247
Pacific Capital Wealth Advisors
California
$341K
AFG
248
Atomi Financial Group
New York
$325K
KOC
249
Koss-Olinger Consulting
Florida
$321K
CAM
250
Carret Asset Management
New York
$315K