iShares Core 60/40 Balanced Allocation ETF
348 hedge funds and large institutions have $859M invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 141 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-7
Holders Change %
-1.97%
% of All Funds
4.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
31
Increased
112
Reduced
141
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
E3F
Eight 31 Financial
Midland,
Texas
|
+$5.45M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.85M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.02M |
| 4 |
JSA
Jim Saulnier & Associates
Fort Collins,
Colorado
|
+$2.37M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$2.13M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$93M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$53.5M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$31.4M |
| 4 |
Morgan Stanley
New York
|
-$18M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$17.2M |
