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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
BA
251
Bellwether Advisors
Nebraska
$315K
SSC
252
Syverson Strege & Co
Iowa
$311K
TCG
253
Transcendent Capital Group
Oklahoma
$311K
PWPS
254
Pinnacle Wealth Planning Services
Ohio
$311K
EGM
255
Engineers Gate Manager
New York
$309K
CAL
256
Capital Analysts LLC
Pennsylvania
$309K
SFG
257
Sovereign Financial Group
Connecticut
$309K
HIP
258
HUB Investment Partners
Texas
$304K
CWM
259
Chesapeake Wealth Management
Virginia
$299K
AWA
260
Aquire Wealth Advisors
Utah
$295K
CCFM
261
Clear Creek Financial Management
Washington
$295K
BJL
262
Brighton Jones LLC
Washington
$293K
IFS
263
Intelligent Financial Strategies
Minnesota
$290K
CFG
264
Citizens Financial Group
Rhode Island
$287K
RPGK
265
Retirement Planning Group (Kansas)
Kansas
$282K
MCM
266
MAI Capital Management
Ohio
$280K
VFPW
267
Vantage Financial Partners (Wisconsin)
Wisconsin
$280K
HWM
268
Howard Wealth Management
Connecticut
$277K
RIL
269
Rothschild Investment LLC
Illinois
$277K
VHAM
270
Van Hulzen Asset Management
California
$277K
FZCM
271
Flynn Zito Capital Management
New York
$275K
CWMGO
272
Capstone Wealth Management Group (Oregon)
Oregon
$274K
AFG
273
ABLE Financial Group
Arizona
$272K
MF
274
Manchester Financial
California
$272K
BDFN
275
Bond & Devick Financial Network
Minnesota
$271K