iShares Core 60/40 Balanced Allocation ETF
349 hedge funds and large institutions have $860M 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, 142 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less ownership
Funds ownership: →
21% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 142
22% less capital invested
Capital invested by funds: $1.1B → $860M (-$244M)
Holders
349
Holding in Top 10
10
Calls
–
Puts
–
Top Buyers
| 1 | +$5.45M | |
| 2 | +$4.85M | |
| 3 | +$3.02M | |
| 4 |
JSA
Jim Saulnier & Associates
Fort Collins,
Colorado
|
+$2.37M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$2.13M |
Top Sellers
| 1 | -$93M | |
| 2 | -$53.5M | |
| 3 | -$31.4M | |
| 4 |
Morgan Stanley
New York
|
-$18M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$17.2M |
