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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

360 hedge funds and large institutions have $931M invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 145 increasing their positions, 128 reducing their positions, and 14 closing their positions.

Holders
360
Holders Change
+12
Holders Change %
+3.45%
% of All Funds
4.83%
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
145
Reduced
128
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Worth Asset Management
Texas
$23.5M
2
LPL Financial
2
LPL Financial
California
$31.1M
3
ECA
3
Elevation Capital Advisory
Oregon
$6.09M
4
BlackRock
4
BlackRock
New York
$110M
5
BWP
5
BSW Wealth Partners
Colorado
$13.1M

Top Sellers

1
OCM
1
One Capital Management
California
$1.3M
2
LGA
2
Lebenthal Global Advisors
New York
$13.8M
3
CWA
3
Centerline Wealth Advisors
Kentucky
$9.28M
4
RBA
4
Richard Bernstein Advisors
New York
$610K
5
Morgan Stanley
5
Morgan Stanley
New York
$26.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CHC
351
City Holding Co
West Virginia
$2.15K 35 – –
SVWA
352
Sarver Vrooman Wealth Advisors
Missouri
$2.03K 33 – –
BFP
353
Briaud Financial Planning
Texas
$2K 47 +47 New
MAFA
354
MJT & Associates Financial Advisory
Minnesota
$1.79K 29 – –
DWM
355
Darwin Wealth Management
Florida
$1.35K 22 – –
RF
356
Rossby Financial
Florida
$1.23K 20 – –
WOSD
357
WFA of San Diego
California
$1.23K 20 +20 New
BNP Paribas Financial Markets
358
BNP Paribas Financial Markets
France
$1.11K 18 +15 +500%
CFD
359
Creative Financial Designs
Indiana
$616 10 -25 -71%
MSG
360
Main Street Group
Virginia
$62 1 – –
NC
361
NewSquare Capital
Pennsylvania
– – – –
JWBC
362
John W. Brooker & Co
California
– – -32,434 Closed
ACP
363
Aveo Capital Partners
Colorado
– – -5,130 Closed
ARC
364
Advisor Resource Council
Texas
– – -4,607 Closed
Northern Trust
365
Northern Trust
Illinois
– – -4,430 Closed
MF
366
Manchester Financial
California
– – -4,146 Closed
SFA
367
Salus Financial Advisors
Colorado
– – -3,934 Closed
LSPW
368
Lake Street Private Wealth
Illinois
– – -3,658 Closed
HFS
369
Hantz Financial Services
Michigan
– – -2,218 Closed
WF
370
Wayfinding Financial
Washington
– – -1,860 Closed
CWC
371
Carolinas Wealth Consulting
North Carolina
– – -1,162 Closed
CA
372
Continuum Advisory
Idaho
– – -1,160 Closed
CRFG
373
Columbia River Financial Group
Washington
– – -797 Closed
EWM
374
EPG Wealth Management
Georgia
– – -600 Closed
CCM
375
Coldstream Capital Management
Washington
– – -105 Closed
11 12 13 14
15