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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.

New
Increased
Maintained
Reduced
Closed
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 %
GWM
301
Geneos Wealth Management
Colorado
$132K -$98.8K -1,604 -43%
AAS
302
Ameritas Advisory Services
Nebraska
$115K +$115K +1,861 New
SWM
303
Spire Wealth Management
Virginia
$104K
TWC
304
TD Waterhouse Canada
Ontario, Canada
$99K
CFG
305
CKW Financial Group
Hawaii
$85K +$1.17K +19 +1%
EWP
306
Elevation Wealth Partners
California
$83.7K +$32.6K +530 +64%
NRC
307
New Republic Capital
North Carolina
$82.6K +$35K +569 +74%
PSFG
308
Park Square Financial Group
Georgia
$75.1K -$12.3K -200 -14%
MWM
309
Mascoma Wealth Management
New Hampshire
$74.8K +$123 +2 +0.2%
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$71.3K
WSFS
311
Wilmington Savings Fund Society
Delaware
$70.4K +$70.4K +1,143 New
ACA
312
Aptus Capital Advisors
Alabama
$66K +$308 +5 +0.5%
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$62.2K -$10.8K -175 -15%
CIA
314
Cape Investment Advisory
Georgia
$61.6K
AWM
315
AllSquare Wealth Management
New York
$58.9K +$62 +1 +0.1%
DJSG
316
D.J. St. Germain
Massachusetts
$58.5K +$58.5K +950 New
T
317
Transce3nd
Texas
$56K -$3.39K -55 -6%
AI
318
Arvest Investments
Arkansas
$54.4K
BHWM
319
Bay Harbor Wealth Management
Maryland
$50.7K
AAP
320
Arax Advisory Partners
Colorado
$50.5K -$12.6K -205 -20%
EWA
321
EverSource Wealth Advisors
Alabama
$49.4K
JFA
322
JNBA Financial Advisors
Minnesota
$48.6K +$185 +3 +0.4%
NS
323
NBC Securities
Alabama
$46K +$46K +761 New
SWA
324
SOA Wealth Advisors
New York
$42K +$62 +1 +0.1%
CFP
325
Comprehensive Financial Planning
Pennsylvania
$41.6K +$246 +4 +0.6%