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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 %
IAS
76
IMA Advisory Services
Colorado
$2.03M 33,222 -1,056 -3%
LAS
77
Legacy Advisory Services
Pennsylvania
$1.96M 31,779 – –
Stifel Financial
78
Stifel Financial
Missouri
$1.87M 30,307 +19,392 +178%
IAN
79
Integrated Advisors Network
Texas
$1.79M 29,049 -34 -0.1%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$1.77M 28,754 +2,276 +9%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$1.77M 28,742 +2,335 +9%
CIA
82
Concurrent Investment Advisors
Florida
$1.73M 28,137 +24,333 +640%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$1.72M 27,936 -11,732 -30%
HG
84
Harbor Group
New Hampshire
$1.7M 27,618 -494 -2%
SL
85
Sentinus LLC
Illinois
$1.7M 27,544 +2,940 +12%
Lido Advisors
86
Lido Advisors
California
$1.68M 27,287 +22,316 +449%
RFA
87
RTD Financial Advisors
Pennsylvania
$1.62M 26,233 -3,051 -10%
PWM
88
Prentice Wealth Management
New York
$1.61M 26,094 -236 -0.9%
HighTower Advisors
89
HighTower Advisors
Illinois
$1.6M 26,053 -466 -2%
WFAG
90
Worth Financial Advisory Group
North Carolina
$1.58M 25,655 -329 -1%
RL
91
Retireful LLC
Michigan
$1.56M 25,402 -3,053 -11%
MA
92
Mutual Advisors
Nebraska
$1.54M 24,872 +458 +2%
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.53M 24,821 +40 +0.2%
AWM
94
Avior Wealth Management
Nebraska
$1.51M 24,476 +1,125 +5%
PWM
95
Perigon Wealth Management
California
$1.5M 24,331 +1,994 +9%
GS
96
GTS Securities
New York
$1.49M 24,212 +14,314 +145%
AF
97
Allworth Financial
California
$1.48M 24,087 -1,881 -7%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$1.47M 23,874 -674 -3%
AWM
99
AE Wealth Management
Kansas
$1.46M 23,705 -3,195 -12%
EH
100
Equitable Holdings
New York
$1.44M 23,456 +2,660 +13%
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4
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