iShares Core 60/40 Balanced Allocation ETF
366 hedge funds and large institutions have $946M invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 149 increasing their positions, 129 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0.24% less ownership
Funds ownership: 38.97% → 38.72% (-0.24%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Holders
366
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$22.3M | |
| 2 | +$6.23M | |
| 3 | +$5.78M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.4M |
| 5 |
IIC
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
+$4.11M |
Top Sellers
| 1 | -$8.94M | |
| 2 | -$6.93M | |
| 3 | -$5.96M | |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
-$5.75M |
| 5 |
Morgan Stanley
New York
|
-$5.75M |