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iShares Core 60/40 Balanced Allocation ETF

376 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, 151 increasing their positions, 126 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
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
MEG
276
Millstone Evans Group
Colorado
$252K
PSP
277
Pacific Sage Partners
Washington
$252K
ASN
278
Advisory Services Network
Georgia
$251K
PCIA
279
Prime Capital Investment Advisors
Kansas
$250K
SG
280
StoneX Group
New York
$248K
OWA
281
Octavia Wealth Advisors
Ohio
$246K
CPA
282
Clear Point Advisors
New York
$245K
WWM
283
Western Wealth Management
Colorado
$242K
Goldman Sachs
284
Goldman Sachs
New York
$237K
MFGP
285
Marshall Financial Group (Pennsylvania)
Pennsylvania
$237K
OSAM
286
O'Shaughnessy Asset Management
Connecticut
$235K
CCA
287
Cypress Capital Advisors
Tennessee
$234K
FA
288
Fermata Advisors
California
$233K
PP
289
Patten & Patten
Tennessee
$230K
BL
290
BCWM LLC
Kansas
$229K
CIBC World Market
291
CIBC World Market
Ontario, Canada
$228K
GFM
292
GEN Financial Management
Minnesota
$227K
SWP
293
Sagespring Wealth Partners
Tennessee
$226K
EA
294
Efficient Advisors
Ohio
$226K
PA
295
Parallel Advisors
California
$225K
CFFP
296
Center for Financial Planning
Michigan
$224K
IWP
297
Insight Wealth Partners
Texas
$223K
PWA
298
PCG Wealth Advisors
Kansas
$223K
FC
299
FCA Corp
Texas
$221K
PCA
300
Prosperity Capital Advisors
Ohio
$220K