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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
GF
351
GGM Financials
Ohio
$26.1K
FWM
352
FSA Wealth Management
Massachusetts
$22.7K
VWWMG
353
Vermillion & White Wealth Management Group
Pennsylvania
$19.8K
MA
354
MCF Advisors
Kentucky
$17.4K
AIC
355
Archer Investment Corporation
Indiana
$13.8K
US Bancorp
356
US Bancorp
Minnesota
$12.9K
HWA
357
HHM Wealth Advisors
Tennessee
$12.6K
JWM
358
JPL Wealth Management
Colorado
$11.5K
PAG
359
Paladin Advisory Group
Iowa
$8.95K
CSB
360
City State Bank
Iowa
$8.69K
AC
361
AlphaCore Capital
California
$8.3K
SC
362
Stephens Consulting
Michigan
$7.92K
CFD
363
Creative Financial Designs
Indiana
$6.12K
FDW
364
Fourth Dimension Wealth
Ohio
$5.63K
FGAM
365
Financial Gravity Asset Management
Texas
$5.15K
SGK
366
Steigerwald Gordon & Koch
Virginia
$4.74K
CA
367
Crewe Advisors
Utah
$4.7K
SWP
368
Strategic Wealth Partners
Ohio
$3.09K
NSIM
369
North Star Investment Management
Illinois
$2.81K
DAM
370
Delta Asset Management
Tennessee
$2.58K
CHC
371
City Holding Co
West Virginia
$2.25K
SVWA
372
Sarver Vrooman Wealth Advisors
Missouri
$2.13K
MAFA
373
MJT & Associates Financial Advisory
Minnesota
$1.87K
DWM
374
Darwin Wealth Management
Florida
$1.42K
RF
375
Rossby Financial
Florida
$1.29K