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iShares Core 60/40 Balanced Allocation ETF

380 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, 152 increasing their positions, 129 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
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
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$311K
EGM
252
Engineers Gate Manager
New York
$309K
CAL
253
Capital Analysts LLC
Pennsylvania
$309K
SFG
254
Sovereign Financial Group
Connecticut
$309K
HIP
255
HUB Investment Partners
Texas
$304K
CWM
256
Chesapeake Wealth Management
Virginia
$299K
AWA
257
Aquire Wealth Advisors
Utah
$295K
CCFM
258
Clear Creek Financial Management
Washington
$295K
BJL
259
Brighton Jones LLC
Washington
$293K
IFS
260
Intelligent Financial Strategies
Minnesota
$290K
CFG
261
Citizens Financial Group
Rhode Island
$287K
RPGK
262
Retirement Planning Group (Kansas)
Kansas
$282K
MCM
263
MAI Capital Management
Ohio
$280K
VFPW
264
Vantage Financial Partners (Wisconsin)
Wisconsin
$280K
HWM
265
Howard Wealth Management
Connecticut
$277K
RIL
266
Rothschild Investment LLC
Illinois
$277K
VHAM
267
Van Hulzen Asset Management
California
$277K
FZCM
268
Flynn Zito Capital Management
New York
$275K
CWMGO
269
Capstone Wealth Management Group (Oregon)
Oregon
$274K
AFG
270
ABLE Financial Group
Arizona
$272K
MF
271
Manchester Financial
California
$272K
BDFN
272
Bond & Devick Financial Network
Minnesota
$271K
NCM
273
Narwhal Capital Management
Georgia
$270K
RPA
274
Redwood Park Advisors
California
$268K
CA
275
CGN Advisors
Kansas
$267K