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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

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
–

Top Buyers

1
WAM
1
Worth Asset Management
Texas
$23.5M
2
LPL Financial
2
LPL Financial
California
$31.1M
3
ECA
3
Elevation Capital Advisory
Oregon
$6.09M
4
BlackRock
4
BlackRock
New York
$110M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.64M

Top Sellers

1
OCM
1
One Capital Management
California
$1.3M
2
LGA
2
Lebenthal Global Advisors
New York
$13.8M
3
CWA
3
Centerline Wealth Advisors
Kentucky
$9.28M
4
RBA
4
Richard Bernstein Advisors
New York
$610K
5
Morgan Stanley
5
Morgan Stanley
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
251
Van Hulzen Asset Management
California
$288K +$924 +15 +0.3%
AWA
252
Aquire Wealth Advisors
Utah
$286K -$10.6K -172 -4%
CWM
253
Chesapeake Wealth Management
Virginia
$286K +$21.2K +345 +8%
BA
254
Bellwether Advisors
Nebraska
$284K +$16.1K +262 +6%
APWA
255
Atlas Private Wealth Advisors
New Jersey
$281K +$31.3K +508 +13%
CCFM
256
Clear Creek Financial Management
Washington
$280K -$5.91K -96 -2%
CFG
257
Citizens Financial Group
Rhode Island
$274K +$274K +4,452 New
BJL
258
Brighton Jones LLC
Washington
$273K -$1.05K -17 -0.4%
VFPW
259
Vantage Financial Partners (Wisconsin)
Wisconsin
$270K +$23.2K +377 +9%
MCM
260
MAI Capital Management
Ohio
$268K +$49.3K +800 +22%
RIL
261
Rothschild Investment LLC
Illinois
$265K – – –
HWM
262
Howard Wealth Management
Connecticut
$262K -$1.79K -29 -0.7%
AFG
263
ABLE Financial Group
Arizona
$262K +$262K +4,255 New
NCM
264
Narwhal Capital Management
Georgia
$259K – – –
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$257K +$210K +3,405 +438%
AFP
266
Ausdal Financial Partners
Iowa
$256K -$15.6K -254 -6%
CA
267
CGN Advisors
Kansas
$255K +$255K +4,139 New
ADL
268
Asset Dedication LLC
California
$252K – – –
SM
269
Sensible Money
Arizona
$252K – – –
WWM
270
Western Wealth Management
Colorado
$249K – – –
SPIA
271
Steward Partners Investment Advisory
New York
$248K +$1.11K +18 +0.4%
PP
272
Patten & Patten
Tennessee
$247K +$247K +4,004 New
JFG
273
JMG Financial Group
Illinois
$246K – – –
LWMNY
274
Landmark Wealth Management (New York)
New York
$246K +$12.2K +198 +5%
Comerica Bank
275
Comerica Bank
Texas
$244K -$103K -1,680 -30%
9 10
11
12 13