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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
KWA
101
Kingswood Wealth Advisors
California
$1.46M
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$1.46M
WFS
103
Weitzel Financial Services
Iowa
$1.45M
MAWA
104
Moss Adams Wealth Advisors
Washington
$1.43M
Renaissance Technologies
105
Renaissance Technologies
New York
$1.39M
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.38M
CIP
107
Capital Insight Partners
Arizona
$1.36M
IF
108
Integrity Financial
Wyoming
$1.34M
Mariner
109
Mariner
Kansas
$1.34M
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$1.33M
SFG
111
Sage Financial Group
Pennsylvania
$1.33M
FHC
112
First Heartland Consultants
Missouri
$1.29M
UCFA
113
United Capital Financial Advisors
Texas
$1.29M
IFWM
114
Institute for Wealth Management
Colorado
$1.27M
GRP
115
Global Retirement Partners
California
$1.25M
SI
116
SimpliFi Inc
California
$1.22M
WC
117
Waterloo Capital
Texas
$1.16M
AFP
118
Ausdal Financial Partners
Iowa
$1.14M
MGIA
119
Moneta Group Investment Advisors
Missouri
$1.14M
SWP
120
Stratos Wealth Partners
Ohio
$1.13M
WA
121
WestEnd Advisors
North Carolina
$1.13M
DAS
122
Dynamic Advisor Solutions
Arizona
$1.13M
MAM
123
Milestone Asset Management
Pennsylvania
$1.12M
NG
124
Northstar Group
New York
$1.11M
AWM
125
AE Wealth Management
Kansas
$1.11M