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iShares Core 60/40 Balanced Allocation ETF

384 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, 154 increasing their positions, 131 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
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
PCM
101
Piedmont Capital Management
Montana
$1.47M
Legacy Financial Group (Iowa)
102
Legacy Financial Group (Iowa)
Iowa
$1.47M
KWA
103
Kingswood Wealth Advisors
California
$1.46M
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$1.46M
WFS
105
Weitzel Financial Services
Iowa
$1.45M
MAWA
106
Moss Adams Wealth Advisors
Washington
$1.43M
Renaissance Technologies
107
Renaissance Technologies
New York
$1.39M
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.38M
CIP
109
Capital Insight Partners
Arizona
$1.36M
IF
110
Integrity Financial
Wyoming
$1.34M
Mariner
111
Mariner
Kansas
$1.34M
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$1.33M
SFG
113
Sage Financial Group
Pennsylvania
$1.33M
FHC
114
First Heartland Consultants
Missouri
$1.29M
UCFA
115
United Capital Financial Advisors
Texas
$1.29M
SA
116
Sanctuary Advisors
Indiana
$1.28M
IFWM
117
Institute for Wealth Management
Colorado
$1.27M
GRP
118
Global Retirement Partners
California
$1.25M
SI
119
SimpliFi Inc
California
$1.22M
WC
120
Waterloo Capital
Texas
$1.16M
AFP
121
Ausdal Financial Partners
Iowa
$1.14M
MGIA
122
Moneta Group Investment Advisors
Missouri
$1.14M
SWP
123
Stratos Wealth Partners
Ohio
$1.13M
WA
124
WestEnd Advisors
North Carolina
$1.13M
DAS
125
Dynamic Advisor Solutions
Arizona
$1.13M