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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
AAS
326
Ameritas Advisory Services
Nebraska
$108K
CFG
327
CKW Financial Group
Hawaii
$90K
HNB
328
Huntington National Bank
Ohio
$88.8K
EWP
329
Elevation Wealth Partners
California
$88K
NRC
330
New Republic Capital
North Carolina
$86.6K
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$74.6K
ACA
332
Aptus Capital Advisors
Alabama
$69.5K
GC
333
Gould Capital
Washington
$65.2K
MWM
334
Mascoma Wealth Management
New Hampshire
$63.6K
AWM
335
AllSquare Wealth Management
New York
$61.7K
AI
336
Arvest Investments
Arkansas
$56.8K
BHWM
337
Bay Harbor Wealth Management
Maryland
$53.1K
CIAS
338
Capital Investment Advisory Services
North Carolina
$48.3K
SWA
339
SOA Wealth Advisors
New York
$44K
CFP
340
Comprehensive Financial Planning
Pennsylvania
$43.8K
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$42.5K
EWA
342
EverSource Wealth Advisors
Alabama
$41.6K
OC
343
Oakworth Capital
Alabama
$41.1K
NEWAS
344
N.E.W. Advisory Services
Wisconsin
$39.8K
BHWM
345
Beaird Harris Wealth Management
Texas
$38.2K
CWP
346
Concord Wealth Partners
Virginia
$38K
MIA
347
Milestone Investment Advisors
Wisconsin
$35.7K
JFA
348
JNBA Financial Advisors
Minnesota
$35K
EWM
349
Evermay Wealth Management
Virginia
$33.1K
MCA
350
Midwest Capital Advisors
Michigan
$32.2K