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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
SFG
251
Sovereign Financial Group
Connecticut
$309K
HIP
252
HUB Investment Partners
Texas
$304K
CWM
253
Chesapeake Wealth Management
Virginia
$299K
AWA
254
Aquire Wealth Advisors
Utah
$295K
CCFM
255
Clear Creek Financial Management
Washington
$295K
BJL
256
Brighton Jones LLC
Washington
$293K
IFS
257
Intelligent Financial Strategies
Minnesota
$290K
CFG
258
Citizens Financial Group
Rhode Island
$287K
RPGK
259
Retirement Planning Group (Kansas)
Kansas
$282K
MCM
260
MAI Capital Management
Ohio
$280K
VFPW
261
Vantage Financial Partners (Wisconsin)
Wisconsin
$280K
HWM
262
Howard Wealth Management
Connecticut
$277K
RIL
263
Rothschild Investment LLC
Illinois
$277K
VHAM
264
Van Hulzen Asset Management
California
$277K
FZCM
265
Flynn Zito Capital Management
New York
$275K
CWMGO
266
Capstone Wealth Management Group (Oregon)
Oregon
$274K
AFG
267
ABLE Financial Group
Arizona
$272K
MF
268
Manchester Financial
California
$272K
BDFN
269
Bond & Devick Financial Network
Minnesota
$271K
NCM
270
Narwhal Capital Management
Georgia
$270K
RPA
271
Redwood Park Advisors
California
$268K
CA
272
CGN Advisors
Kansas
$267K
Citadel Advisors
273
Citadel Advisors
Florida
$266K
JFG
274
JMG Financial Group
Illinois
$257K
GCM
275
G2 Capital Management
Ohio
$256K