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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 %
WFL
26
Wealth Forward LLC
North Dakota
$6.57M 106,735 -375 -0.4%
BIA
27
Bell Investment Advisors
California
$6.44M 104,606 -19,317 -16%
ECA
28
Elevation Capital Advisory
Oregon
$6.09M 98,905 +98,905 New
NB
29
NBT Bank
New York
$6.09M 98,865 +1,948 +2%
EIG
30
Ellenbecker Investment Group
Wisconsin
$6.06M 98,383 -1,339 -1%
E3F
31
Eight 31 Financial
Texas
$6.05M 98,218 -576 -0.6%
Truist Financial
32
Truist Financial
North Carolina
$5.96M 96,864 -2,608 -3%
UW
33
Unique Wealth
Florida
$5.74M 93,240 +7,833 +9%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$5.56M 90,236 +20,621 +30%
SFWC
35
Strategic Family Wealth Counselors
New Jersey
$5.55M 90,200 +804 +0.9%
LPAM
36
Lodestar Private Asset Management
California
$5.47M 88,900 +12,614 +17%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.38M 87,298 +456 +0.5%
KAS
38
Kestra Advisory Services
Texas
$5.3M 86,021 +5,486 +7%
PAMG
39
Patton Albertson Miller Group
Tennessee
$5.22M 84,813 +2,099 +3%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$5.04M 81,978 -51,036 -38%
Corient Private Wealth
41
Corient Private Wealth
Florida
$4.78M 77,703 -6,090 -7%
GM
42
GeoWealth Management
Illinois
$4.67M 75,844 +7,426 +11%
LIA
43
LBMC Investment Advisors
Tennessee
$4.56M 74,103 -852 -1%
Osaic Holdings
44
Osaic Holdings
Arizona
$4.51M 77,780 -56,415 -42%
FFA
45
First Foundation Advisors
California
$4.45M 72,206 +214 +0.3%
WCG
46
Weaver Consulting Group
California
$4.42M 71,787 +370 +0.5%
BWP
47
BlueStem Wealth Partners
Minnesota
$4.25M 68,995 -4,899 -7%
BWA
48
Burt Wealth Advisors
Maryland
$3.95M 64,076 -375 -0.6%
BCM
49
Brookstone Capital Management
Illinois
$3.93M 63,798 +7,054 +12%
PCG
50
Prosperity Consulting Group
Maryland
$3.92M 63,676 +9,763 +18%
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