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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
ACA
326
Aptus Capital Advisors
Alabama
$69.5K
GC
327
Gould Capital
Washington
$65.2K
MWM
328
Mascoma Wealth Management
New Hampshire
$63.6K
AI
329
Arvest Investments
Arkansas
$56.8K
BHWM
330
Bay Harbor Wealth Management
Maryland
$53.1K
CIAS
331
Capital Investment Advisory Services
North Carolina
$48.3K
SWA
332
SOA Wealth Advisors
New York
$44K
CFP
333
Comprehensive Financial Planning
Pennsylvania
$43.8K
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$42.5K
EWA
335
EverSource Wealth Advisors
Alabama
$41.6K
OC
336
Oakworth Capital
Alabama
$41.1K
NEWAS
337
N.E.W. Advisory Services
Wisconsin
$39.8K
BHWM
338
Beaird Harris Wealth Management
Texas
$38.2K
CWP
339
Concord Wealth Partners
Virginia
$38K
MIA
340
Milestone Investment Advisors
Wisconsin
$35.7K
JFA
341
JNBA Financial Advisors
Minnesota
$35K
EWM
342
Evermay Wealth Management
Virginia
$33.1K
MCA
343
Midwest Capital Advisors
Michigan
$32.2K
TFGT
344
TS Financial Group (TSFG)
Illinois
$32K
DFA
345
DHJJ Financial Advisors
Illinois
$29.6K
ME
346
McIlrath & Eck
Washington
$29K
HWP
347
Highline Wealth Partners
California
$28.6K
S
348
SignatureFD
Georgia
$27.5K
AA
349
Ancora Advisors
Ohio
$26.8K
FCMT
350
Founders Capital Management (Texas)
Texas
$26.1K