AOR icon

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
TFGT
351
TS Financial Group (TSFG)
Illinois
$32K
DFA
352
DHJJ Financial Advisors
Illinois
$29.6K
ME
353
McIlrath & Eck
Washington
$29K
IA
354
IFP Advisors
Florida
$28.6K
HWP
355
Highline Wealth Partners
California
$28.6K
S
356
SignatureFD
Georgia
$27.5K
AA
357
Ancora Advisors
Ohio
$26.8K
FCMT
358
Founders Capital Management (Texas)
Texas
$26.1K
GF
359
GGM Financials
Ohio
$26.1K
FWM
360
FSA Wealth Management
Massachusetts
$22.7K
VWWMG
361
Vermillion & White Wealth Management Group
Pennsylvania
$19.8K
MA
362
MCF Advisors
Kentucky
$17.4K
AIC
363
Archer Investment Corporation
Indiana
$13.8K
US Bancorp
364
US Bancorp
Minnesota
$12.9K
HWA
365
HHM Wealth Advisors
Tennessee
$12.6K
JWM
366
JPL Wealth Management
Colorado
$11.5K
PAG
367
Paladin Advisory Group
Iowa
$8.95K
CSB
368
City State Bank
Iowa
$8.69K
AC
369
AlphaCore Capital
California
$8.3K
SC
370
Stephens Consulting
Michigan
$7.92K
CFD
371
Creative Financial Designs
Indiana
$6.12K
FDW
372
Fourth Dimension Wealth
Ohio
$5.63K
FGAM
373
Financial Gravity Asset Management
Texas
$5.15K
SGK
374
Steigerwald Gordon & Koch
Virginia
$4.74K
CA
375
Crewe Advisors
Utah
$4.7K