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iShares Core 60/40 Balanced Allocation ETF

384 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, 154 increasing their positions, 131 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
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
NCM
276
Narwhal Capital Management
Georgia
$270K
RPA
277
Redwood Park Advisors
California
$268K
CA
278
CGN Advisors
Kansas
$267K
Citadel Advisors
279
Citadel Advisors
Florida
$266K
JFG
280
JMG Financial Group
Illinois
$257K
GCM
281
G2 Capital Management
Ohio
$256K
MEG
282
Millstone Evans Group
Colorado
$252K
PSP
283
Pacific Sage Partners
Washington
$252K
ASN
284
Advisory Services Network
Georgia
$251K
PCIA
285
Prime Capital Investment Advisors
Kansas
$250K
SG
286
StoneX Group
New York
$248K
OWA
287
Octavia Wealth Advisors
Ohio
$246K
CPA
288
Clear Point Advisors
New York
$245K
WWM
289
Western Wealth Management
Colorado
$242K
Goldman Sachs
290
Goldman Sachs
New York
$237K
MFGP
291
Marshall Financial Group (Pennsylvania)
Pennsylvania
$237K
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$235K
CCA
293
Cypress Capital Advisors
Tennessee
$234K
FA
294
Fermata Advisors
California
$233K
PP
295
Patten & Patten
Tennessee
$230K
BL
296
BCWM LLC
Kansas
$229K
CIBC World Market
297
CIBC World Market
Ontario, Canada
$228K
GFM
298
GEN Financial Management
Minnesota
$227K
SWP
299
Sagespring Wealth Partners
Tennessee
$226K
EA
300
Efficient Advisors
Ohio
$226K