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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
PA
301
Parallel Advisors
California
$225K
CFFP
302
Center for Financial Planning
Michigan
$224K
IWP
303
Insight Wealth Partners
Texas
$223K
PWA
304
PCG Wealth Advisors
Kansas
$223K
FC
305
FCA Corp
Texas
$221K
PCA
306
Prosperity Capital Advisors
Ohio
$220K
BRWA
307
B. Riley Wealth Advisors
Florida
$217K
Comerica Bank
308
Comerica Bank
Texas
$217K
AWM
309
Apex Wealth Management
New Hampshire
$216K
RBA
310
Richard Bernstein Advisors
New York
$215K
MAG
311
Mayfair Advisory Group
Alabama
$213K
MAV
312
Mason & Associates (Virginia)
Virginia
$211K
MAM
313
Mullooly Asset Management
New Jersey
$210K
TFA
314
Tobias Financial Advisors
Florida
$210K
CWM
315
CarsonAllaria Wealth Management
Illinois
$209K
RFA
316
Reyes Financial Architecture
California
$208K
JWBC
317
John W. Brooker & Co
California
$203K
GS
318
GTS Securities
New York
$202K
PFA
319
Plotkin Financial Advisors
Maryland
$199K
ADL
320
Asset Dedication LLC
California
$167K
GWM
321
Geneos Wealth Management
Colorado
$164K
WWM
322
Wolff Wiese Magana
California
$151K
TWC
323
TD Waterhouse Canada
Ontario, Canada
$139K
NS
324
NBC Securities
Alabama
$123K
SWM
325
Spire Wealth Management
Virginia
$109K