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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 %
WFL
26
Wealth Forward LLC
North Dakota
$6.57M -$23.1K -375 -0.4%
BIA
27
Bell Investment Advisors
California
$6.44M -$1.19M -19,317 -16%
ECA
28
Elevation Capital Advisory
Oregon
$6.09M +$6.09M +98,905 New
NB
29
NBT Bank
New York
$6.09M +$120K +1,948 +2%
EIG
30
Ellenbecker Investment Group
Wisconsin
$6.06M -$82.4K -1,339 -1%
E3F
31
Eight 31 Financial
Texas
$6.05M -$35.5K -576 -0.6%
Truist Financial
32
Truist Financial
North Carolina
$5.96M -$161K -2,608 -3%
UW
33
Unique Wealth
Florida
$5.74M +$482K +7,833 +9%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$5.56M +$1.27M +20,621 +30%
SFWC
35
Strategic Family Wealth Counselors
New Jersey
$5.55M +$49.5K +804 +0.9%
LPAM
36
Lodestar Private Asset Management
California
$5.47M +$777K +12,614 +17%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.38M +$28.1K +456 +0.5%
KAS
38
Kestra Advisory Services
Texas
$5.3M +$338K +5,486 +7%
PAMG
39
Patton Albertson Miller Group
Tennessee
$5.22M +$129K +2,099 +3%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$5.04M -$3.14M -51,036 -38%
Corient Private Wealth
41
Corient Private Wealth
Florida
$4.78M -$375K -6,090 -7%
GM
42
GeoWealth Management
Illinois
$4.67M +$457K +7,426 +11%
LIA
43
LBMC Investment Advisors
Tennessee
$4.56M -$52.5K -852 -1%
Osaic Holdings
44
Osaic Holdings
Arizona
$4.51M -$3.27M -56,415 -42%
FFA
45
First Foundation Advisors
California
$4.45M +$13.2K +214 +0.3%
WCG
46
Weaver Consulting Group
California
$4.42M +$22.8K +370 +0.5%
BWP
47
BlueStem Wealth Partners
Minnesota
$4.25M -$302K -4,899 -7%
BWA
48
Burt Wealth Advisors
Maryland
$3.95M -$23.1K -375 -0.6%
BCM
49
Brookstone Capital Management
Illinois
$3.93M +$434K +7,054 +12%
PCG
50
Prosperity Consulting Group
Maryland
$3.92M +$601K +9,763 +18%
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