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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 %
OC
326
Oakworth Capital
Alabama
$39.3K -$6.83K -111 -15%
NEWAS
327
N.E.W. Advisory Services
Wisconsin
$38.1K
CWP
328
Concord Wealth Partners
Virginia
$36.3K +$185 +3 +0.5%
MIA
329
Milestone Investment Advisors
Wisconsin
$34.2K
EWM
330
Evermay Wealth Management
Virginia
$31.6K
MCA
331
Midwest Capital Advisors
Michigan
$30.8K
TFGT
332
TS Financial Group (TSFG)
Illinois
$30K
DFA
333
DHJJ Financial Advisors
Illinois
$28.3K -$431 -7 -1%
HWP
334
Highline Wealth Partners
California
$27.3K -$42.7K -694 -61%
S
335
SignatureFD
Georgia
$26.3K
AA
336
Ancora Advisors
Ohio
$25.6K
FCMT
337
Founders Capital Management (Texas)
Texas
$25K
FWM
338
FSA Wealth Management
Massachusetts
$21.8K +$92 +2 +0.4%
CIAS
339
Capital Investment Advisory Services
North Carolina
$21.6K +$21.6K +350 New
ME
340
McIlrath & Eck
Washington
$20.8K +$6.29K +102 +43%
VWWMG
341
Vermillion & White Wealth Management Group
Pennsylvania
$18.9K
MA
342
MCF Advisors
Kentucky
$16.7K
SIS
343
Sound Income Strategies
Florida
$15.1K
AIC
344
Archer Investment Corporation
Indiana
$13.2K
US Bancorp
345
US Bancorp
Minnesota
$12.3K
PAG
346
Paladin Advisory Group
Iowa
$8.56K
FDW
347
Fourth Dimension Wealth
Ohio
$8.16K +$61 +1 +0.8%
AC
348
AlphaCore Capital
California
$7.88K +$7.88K +128 New
SC
349
Stephens Consulting
Michigan
$7.57K
DAM
350
Delta Asset Management
Tennessee
$6.16K