iShares Core 60/40 Balanced Allocation ETF
385 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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
5% more funds holding
Funds holding: 365 → 385 (+20)
2.24% less ownership
Funds ownership: 38.72% → 36.48% (-2.2%)
Holders
385
Holding in Top 10
11
Calls
–
Puts
–
Top Buyers
| 1 | +$16.1M | |
| 2 | +$10.4M | |
| 3 | +$6.12M | |
| 4 |
HA
Hanover Advisors
Seneca,
South Carolina
|
+$5.18M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.03M |
Top Sellers
| 1 | -$6.83M | |
| 2 | -$6.18M | |
| 3 | -$6.09M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.35M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.61M |
