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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
SWP
376
Strategic Wealth Partners
Ohio
$3.09K
NSIM
377
North Star Investment Management
Illinois
$2.81K
DAM
378
Delta Asset Management
Tennessee
$2.58K
CHC
379
City Holding Co
West Virginia
$2.25K
SVWA
380
Sarver Vrooman Wealth Advisors
Missouri
$2.13K
MAFA
381
MJT & Associates Financial Advisory
Minnesota
$1.87K
DWM
382
Darwin Wealth Management
Florida
$1.42K
RF
383
Rossby Financial
Florida
$1.29K
GFWA
384
Grey Fox Wealth Advisors
Delaware
$129
MSG
385
Main Street Group
Virginia
$64
ECA
386
Elevation Capital Advisory
Oregon
EFG
387
Ethos Financial Group
Pennsylvania
ACM
388
Avalon Capital Management
California
RL
389
Retireful LLC
Michigan
OPWM
390
Oxinas Partners Wealth Management
Indiana
Millennium Management
391
Millennium Management
New York
W
392
Wealthquest
Ohio
APWA
393
Atlas Private Wealth Advisors
New Jersey
SM
394
Sensible Money
Arizona
LWMNY
395
Landmark Wealth Management (New York)
New York
EWM
396
Empirical Wealth Management
Washington
MOS
397
MGO One Seven
Ohio
PSFG
398
Park Square Financial Group
Georgia
WSFS
399
Wilmington Savings Fund Society
Delaware
CIA
400
Cape Investment Advisory
Georgia