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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 %
Legacy Financial Group (Iowa)
101
Legacy Financial Group (Iowa)
Iowa
$1.44M 23,397 +107 +0.5%
SC
102
Savant Capital
Illinois
$1.44M 23,376 +23,376 New
PCM
103
Piedmont Capital Management
Montana
$1.43M 23,190 +142 +0.6%
IWC
104
Integrated Wealth Concepts
Massachusetts
$1.42M 23,124 +4,883 +27%
IF
105
Integrity Financial
Wyoming
$1.38M 22,478 -678 -3%
BEI
106
Benjamin Edwards Inc
Missouri
$1.33M 21,572 +1,930 +10%
OCM
107
One Capital Management
California
$1.3M 21,150 -153,147 -88%
FFN
108
Focus Financial Network
Minnesota
$1.29M 21,023 -3,098 -13%
SFG
109
Sage Financial Group
Pennsylvania
$1.29M 20,996 +7,890 +60%
CIP
110
Capital Insight Partners
Arizona
$1.29M 20,958 – –
GAA
111
Global Assets Advisory
Florida
$1.26M 20,447 -37,225 -65%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$1.23M 19,991 +2,390 +14%
WC
113
Waterloo Capital
Texas
$1.23M 19,933 -1,506 -7%
IFWM
114
Institute for Wealth Management
Colorado
$1.22M 19,862 +5,428 +38%
GCM
115
Gallacher Capital Management
Colorado
$1.22M 19,845 -2,252 -10%
SI
116
SimpliFi Inc
California
$1.21M 19,616 +233 +1%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$1.21M 19,581 -1,042 -5%
UCFA
118
United Capital Financial Advisors
Texas
$1.2M 19,465 +495 +3%
DAS
119
Dynamic Advisor Solutions
Arizona
$1.13M 18,320 +854 +5%
WFS
120
Weitzel Financial Services
Iowa
$1.12M 18,078 +18,078 New
OPWM
121
Oxinas Partners Wealth Management
Indiana
$1.12M 18,113 +46 +0.3%
NG
122
Northstar Group
New York
$1.11M 18,059 -1,291 -7%
SWP
123
Stratos Wealth Partners
Ohio
$1.08M 17,516 -2,173 -11%
MWG
124
Martin Worley Group
Utah
$1.06M 17,246 -895 -5%
IWM
125
IMG Wealth Management
Florida
$1.05M 17,105 -2,967 -15%
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5
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