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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 %
DWM
51
Dakota Wealth Management
Florida
$3.82M -$1.23M -19,992 -24%
RWP
52
RWA Wealth Partners
Massachusetts
$3.68M -$102K -1,660 -3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$3.64M +$3.29M +53,451 +948%
VIP
54
Viewpoint Investment Partners
Alberta, Canada
$3.55M – – –
FHC
55
Fort Henry Capital
West Virginia
$3.53M +$13.2K +215 +0.4%
P
56
&Partners
Tennessee
$3.48M -$95.7K -1,555 -3%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$3.27M -$196K -3,176 -6%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$3.23M +$182K +2,952 +6%
Renaissance Technologies
59
Renaissance Technologies
New York
$3.2M +$1.03M +16,806 +48%
MSA
60
Marino Stram & Associates
Massachusetts
$3.1M -$18.2K -296 -0.6%
FPAS
61
Focus Partners Advisor Solutions
Missouri
$2.86M -$107K -1,743 -4%
HI
62
Harbour Investments
Wisconsin
$2.78M +$592K +9,618 +27%
WA
63
WestEnd Advisors
North Carolina
$2.74M -$3.24M -52,682 -54%
Creative Planning
64
Creative Planning
Kansas
$2.73M +$861K +13,982 +46%
Ameriprise
65
Ameriprise
Minnesota
$2.64M +$217K +3,522 +9%
EFG
66
Ethos Financial Group
Pennsylvania
$2.63M -$127K -2,058 -5%
AAS
67
Avantax Advisory Services
Texas
$2.53M -$29.5K -479 -1%
Citadel Advisors
68
Citadel Advisors
Florida
$2.43M +$2.43M +39,523 New
IF
69
Intrua Financial
Texas
$2.42M +$326K +5,288 +16%
PAG
70
Private Advisor Group
New Jersey
$2.4M +$1.1M +17,866 +85%
CFA
71
Cahill Financial Advisors
Minnesota
$2.36M -$42.9K -697 -2%
NWM
72
Northwest Wealth Management
Iowa
$2.3M -$210K -3,404 -8%
VWA
73
Visionary Wealth Advisors
Illinois
$2.15M +$10K +163 +0.5%
IA
74
IFG Advisory
Georgia
$2.08M +$397K +6,452 +24%
ACM
75
Avalon Capital Management
California
$2.07M +$256K +4,162 +14%
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