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iShares Core 60/40 Balanced Allocation ETF
424 hedge funds and large institutions have $1.26B invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 187 increasing their positions, 115 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
163% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 27
63% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 115
25% more capital invested
Capital invested by funds: $1.01B → $1.26B (+$251M)
10% more funds holding
Funds holding: 387 → 424 (+37)
3.97% more ownership
Funds ownership: 36.51% → 40.48% (+4%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Holders
424
Holders Change
+37
Holders Change %
+9.56%
% of All Funds
5.16%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
71
Increased
187
Reduced
115
Closed
27
Calls
$611K
Puts
–
Net Calls
+$611K
Net Calls Change
+$611K
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$49.9M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$34.5M |
| 3 |
Barclays
London,
United Kingdom
|
+$27.2M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$21.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$20.8M |
