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iShares Core 60/40 Balanced Allocation ETF

376 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, 151 increasing their positions, 126 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
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
PAYA
26
Phil A. Younker & Associates
Alaska
$8.52M
TPWA
27
TRUE Private Wealth Advisors
Oregon
$7.84M
E3F
28
Eight 31 Financial
Texas
$6.95M
EIG
29
Ellenbecker Investment Group
Wisconsin
$6.61M
LPAM
30
Lodestar Private Asset Management
California
$6.51M
BIA
31
Bell Investment Advisors
California
$6.5M
NB
32
NBT Bank
New York
$6.44M
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$6.3M
HA
34
Hanover Advisors
South Carolina
$6.23M
Truist Financial
35
Truist Financial
North Carolina
$6.21M
SFWC
36
Strategic Family Wealth Counselors
New Jersey
$5.98M
UW
37
Unique Wealth
Florida
$5.93M
KAS
38
Kestra Advisory Services
Texas
$5.89M
WFL
39
Wealth Forward LLC
North Dakota
$5.65M
PAMG
40
Patton Albertson Miller Group
Tennessee
$5.4M
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$5.4M
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$5.21M
LIA
43
LBMC Investment Advisors
Tennessee
$4.81M
FFA
44
First Foundation Advisors
California
$4.78M
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$4.72M
WCG
46
Weaver Consulting Group
California
$4.65M
Corient Private Wealth
47
Corient Private Wealth
Florida
$4.63M
BWP
48
BlueStem Wealth Partners
Minnesota
$4.47M
PCG
49
Prosperity Consulting Group
Maryland
$4.41M
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$4.32M