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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
Stifel Financial
76
Stifel Financial
Missouri
$1.97M
FFN
77
Focus Financial Network
Minnesota
$1.97M
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$1.96M
CIA
79
Concurrent Investment Advisors
Florida
$1.93M
GAA
80
Global Assets Advisory
Florida
$1.84M
HG
81
Harbor Group
New Hampshire
$1.79M
HighTower Advisors
82
HighTower Advisors
Illinois
$1.78M
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$1.78M
Lido Advisors
84
Lido Advisors
California
$1.78M
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$1.77M
RFA
86
RTD Financial Advisors
Pennsylvania
$1.73M
PWM
87
Prentice Wealth Management
New York
$1.7M
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$1.7M
MA
89
Mutual Advisors
Nebraska
$1.69M
EH
90
Equitable Holdings
New York
$1.65M
BEI
91
Benjamin Edwards Inc
Missouri
$1.64M
IAS
92
IMA Advisory Services
Colorado
$1.63M
PWM
93
Perigon Wealth Management
California
$1.61M
AG
94
AmeriFlex Group
Nevada
$1.61M
AWM
95
Avior Wealth Management
Nebraska
$1.6M
WFAG
96
Worth Financial Advisory Group
North Carolina
$1.51M
SC
97
Savant Capital
Illinois
$1.5M
IWC
98
Integrated Wealth Concepts
Massachusetts
$1.49M
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$1.48M
PCM
100
Piedmont Capital Management
Montana
$1.47M