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iShares Core 60/40 Balanced Allocation ETF

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
276
Empirical Wealth Management
Washington
$243K
PSP
277
Pacific Sage Partners
Washington
$237K +$237K +3,851 New
MEG
278
Millstone Evans Group
Colorado
$236K
CPA
279
Clear Point Advisors
New York
$228K +$369 +6 +0.2%
MFGP
280
Marshall Financial Group (Pennsylvania)
Pennsylvania
$227K +$1.91K +31 +0.8%
ASN
281
Advisory Services Network
Georgia
$225K +$225K +3,667 New
CCA
282
Cypress Capital Advisors
Tennessee
$224K -$63.5K -1,032 -22%
FA
283
Fermata Advisors
California
$223K -$303K -4,924 -58%
CIBC World Market
284
CIBC World Market
Ontario, Canada
$218K -$4.31K -70 -2%
CWM
285
Congress Wealth Management
Massachusetts
$217K
SWP
286
Sagespring Wealth Partners
Tennessee
$216K -$142K -2,311 -40%
IWP
287
Insight Wealth Partners
Texas
$216K
CFFP
288
Center for Financial Planning
Michigan
$212K +$4.86K +79 +2%
FC
289
FCA Corp
Texas
$211K -$7.82K -127 -4%
MAV
290
Mason & Associates (Virginia)
Virginia
$211K -$106K -1,719 -33%
MML Investors Services
291
MML Investors Services
Massachusetts
$208K -$127K -2,058 -38%
ACA
292
Atlas Capital Advisors
Wyoming
$207K
AWM
293
Apex Wealth Management
New Hampshire
$207K -$12.4K -202 -6%
MOS
294
MGO One Seven
Ohio
$202K +$202K +3,284 New
CWM
295
CarsonAllaria Wealth Management
Illinois
$184K +$677 +11 +0.4%
RPA
296
Redwood Park Advisors
California
$182K +$28.1K +457 +18%
PA
297
Parallel Advisors
California
$174K +$554 +9 +0.3%
GC
298
Gould Capital
Washington
$160K -$246K -4,000 -61%
Qube Research & Technologies (QRT)
299
Qube Research & Technologies (QRT)
United Kingdom
$155K -$606K -9,837 -80%
WWM
300
Wolff Wiese Magana
California
$151K +$62 +1 +0%