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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
BRWA
301
B. Riley Wealth Advisors
Florida
$217K
Comerica Bank
302
Comerica Bank
Texas
$217K
AWM
303
Apex Wealth Management
New Hampshire
$216K
RBA
304
Richard Bernstein Advisors
New York
$215K
MAG
305
Mayfair Advisory Group
Alabama
$213K
MAV
306
Mason & Associates (Virginia)
Virginia
$211K
MAM
307
Mullooly Asset Management
New Jersey
$210K
TFA
308
Tobias Financial Advisors
Florida
$210K
CWM
309
CarsonAllaria Wealth Management
Illinois
$209K
RFA
310
Reyes Financial Architecture
California
$208K
JWBC
311
John W. Brooker & Co
California
$203K
GS
312
GTS Securities
New York
$202K
PFA
313
Plotkin Financial Advisors
Maryland
$199K
ADL
314
Asset Dedication LLC
California
$167K
GWM
315
Geneos Wealth Management
Colorado
$164K
WWM
316
Wolff Wiese Magana
California
$151K
TWC
317
TD Waterhouse Canada
Ontario, Canada
$139K
NS
318
NBC Securities
Alabama
$123K
SWM
319
Spire Wealth Management
Virginia
$109K
AAS
320
Ameritas Advisory Services
Nebraska
$108K
CFG
321
CKW Financial Group
Hawaii
$90K
HNB
322
Huntington National Bank
Ohio
$88.8K
EWP
323
Elevation Wealth Partners
California
$88K
NRC
324
New Republic Capital
North Carolina
$86.6K
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$74.6K