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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 %
DWM
51
Dakota Wealth Management
Florida
$3.82M 62,098 -19,992 -24%
RWP
52
RWA Wealth Partners
Massachusetts
$3.68M 59,768 -1,660 -3%
VIP
53
Viewpoint Investment Partners
Alberta, Canada
$3.55M 57,590 – –
FHC
54
Fort Henry Capital
West Virginia
$3.53M 57,258 +215 +0.4%
P
55
&Partners
Tennessee
$3.48M 56,483 -1,555 -3%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$3.27M 53,067 -3,176 -6%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$3.23M 52,406 +2,952 +6%
Renaissance Technologies
58
Renaissance Technologies
New York
$3.2M 52,000 +16,806 +48%
MSA
59
Marino Stram & Associates
Massachusetts
$3.1M 50,318 -296 -0.6%
FPAS
60
Focus Partners Advisor Solutions
Missouri
$2.86M 46,379 -1,743 -4%
HI
61
Harbour Investments
Wisconsin
$2.78M 45,167 +9,618 +27%
WA
62
WestEnd Advisors
North Carolina
$2.74M 44,423 -52,682 -54%
Creative Planning
63
Creative Planning
Kansas
$2.73M 44,263 +13,982 +46%
Ameriprise
64
Ameriprise
Minnesota
$2.64M 42,885 +3,522 +9%
EFG
65
Ethos Financial Group
Pennsylvania
$2.63M 42,759 -2,058 -5%
AAS
66
Avantax Advisory Services
Texas
$2.53M 41,105 -479 -1%
Citadel Advisors
67
Citadel Advisors
Florida
$2.43M 39,523 +39,523 New
IF
68
Intrua Financial
Texas
$2.42M 39,246 +5,288 +16%
PAG
69
Private Advisor Group
New Jersey
$2.4M 38,932 +17,866 +85%
CFA
70
Cahill Financial Advisors
Minnesota
$2.36M 38,402 -697 -2%
NWM
71
Northwest Wealth Management
Iowa
$2.3M 37,347 -3,404 -8%
VWA
72
Visionary Wealth Advisors
Illinois
$2.15M 34,918 +163 +0.5%
IA
73
IFG Advisory
Georgia
$2.08M 33,702 +6,452 +24%
ACM
74
Avalon Capital Management
California
$2.07M 33,568 +4,162 +14%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$2.05M 33,301 +912 +3%
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