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iShares Core 60/40 Balanced Allocation ETF
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Overview Fund Activity

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
4.85%
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
–

Top Buyers

1
WAM
Worth Asset Management
Texas
+$23.5M
2
LPL Financial
LPL Financial
California
+$6.56M
3
ECA
Elevation Capital Advisory
Oregon
+$6.09M
4
BlackRock
BlackRock
New York
+$3.64M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.29M

Top Sellers

1
OCM
One Capital Management
California
-$9.43M
2
LGA
Lebenthal Global Advisors
New York
-$7.31M
3
CWA
Centerline Wealth Advisors
Kentucky
-$6.29M
4
RBA
Richard Bernstein Advisors
New York
-$6.07M
5
Morgan Stanley
Morgan Stanley
New York
-$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
351
Crewe Advisors
Utah
$4.5K +$4.5K +73 New
NSIM
352
North Star Investment Management
Illinois
$2.67K – – –
CHC
353
City Holding Co
West Virginia
$2.15K – – –
SVWA
354
Sarver Vrooman Wealth Advisors
Missouri
$2.03K – – –
BFP
355
Briaud Financial Planning
Texas
$2K +$2K +47 New
MAFA
356
MJT & Associates Financial Advisory
Minnesota
$1.79K – – –
DWM
357
Darwin Wealth Management
Florida
$1.35K – – –
RF
358
Rossby Financial
Florida
$1.23K – – –
WOSD
359
WFA of San Diego
California
$1.23K +$1.23K +20 New
BNP Paribas Financial Markets
360
BNP Paribas Financial Markets
France
$1.11K +$923 +15 +500%
CFD
361
Creative Financial Designs
Indiana
$616 -$1.54K -25 -71%
MSG
362
Main Street Group
Virginia
$62 – – –
NC
363
NewSquare Capital
Pennsylvania
$10 – – –
JWBC
364
John W. Brooker & Co
California
– -$1.87M -32,434 Closed
ACP
365
Aveo Capital Partners
Colorado
– -$297K -5,130 Closed
ARC
366
Advisor Resource Council
Texas
– -$265K -4,607 Closed
Northern Trust
367
Northern Trust
Illinois
– -$255K -4,430 Closed
MF
368
Manchester Financial
California
– -$239K -4,146 Closed
SFA
369
Salus Financial Advisors
Colorado
– -$226K -3,934 Closed
LSPW
370
Lake Street Private Wealth
Illinois
– -$211K -3,658 Closed
HFS
371
Hantz Financial Services
Michigan
– -$128K -2,218 Closed
WF
372
Wayfinding Financial
Washington
– -$107K -1,860 Closed
CWC
373
Carolinas Wealth Consulting
North Carolina
– -$66.9K -1,162 Closed
CA
374
Continuum Advisory
Idaho
– -$66.8K -1,160 Closed
CRFG
375
Columbia River Financial Group
Washington
– -$45K -797 Closed
12 13 14
15
16