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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 %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$2.05M +$56.2K +912 +3%
IAS
77
IMA Advisory Services
Colorado
$2.03M -$64.4K -1,056 -3%
LAS
78
Legacy Advisory Services
Pennsylvania
$1.96M – – –
Stifel Financial
79
Stifel Financial
Missouri
$1.87M +$1.19M +19,392 +178%
IAN
80
Integrated Advisors Network
Texas
$1.79M -$2.09K -34 -0.1%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$1.77M +$140K +2,276 +9%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$1.77M +$144K +2,335 +9%
CIA
83
Concurrent Investment Advisors
Florida
$1.73M +$1.5M +24,333 +640%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$1.72M -$722K -11,732 -30%
HG
85
Harbor Group
New Hampshire
$1.7M -$30.4K -494 -2%
SL
86
Sentinus LLC
Illinois
$1.7M +$181K +2,940 +12%
Lido Advisors
87
Lido Advisors
California
$1.68M +$1.37M +22,316 +449%
RFA
88
RTD Financial Advisors
Pennsylvania
$1.62M -$188K -3,051 -10%
PWM
89
Prentice Wealth Management
New York
$1.61M -$14.5K -236 -0.9%
HighTower Advisors
90
HighTower Advisors
Illinois
$1.6M -$28.7K -466 -2%
WFAG
91
Worth Financial Advisory Group
North Carolina
$1.58M -$20.3K -329 -1%
RL
92
Retireful LLC
Michigan
$1.56M -$188K -3,053 -11%
MA
93
Mutual Advisors
Nebraska
$1.54M +$28.4K +458 +2%
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.53M +$2.46K +40 +0.2%
AWM
95
Avior Wealth Management
Nebraska
$1.51M +$69.3K +1,125 +5%
PWM
96
Perigon Wealth Management
California
$1.5M +$123K +1,994 +9%
GS
97
GTS Securities
New York
$1.49M +$881K +14,314 +145%
AF
98
Allworth Financial
California
$1.48M -$116K -1,881 -7%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$1.47M -$41.5K -674 -3%
AWM
100
AE Wealth Management
Kansas
$1.46M -$197K -3,195 -12%
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4
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