AOR icon

iShares Core 60/40 Balanced Allocation ETF

362 hedge funds and large institutions have $935M invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 146 increasing their positions, 128 reducing their positions, and 14 closing their positions.

Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
4.86%
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
146
Reduced
128
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
126
IMG Wealth Management
Florida
$1.05M -$183K -2,967 -15%
WA
127
WBH Advisory
Maryland
$1.05M -$11.3K -183 -1%
CBA
128
Coastal Bridge Advisors
Connecticut
$1.04M +$354K +5,749 +52%
MAM
129
Milestone Asset Management
Pennsylvania
$1.03M +$37.5K +609 +4%
MAWA
130
Moss Adams Wealth Advisors
Washington
$1.01M +$39.2K +636 +4%
SPC
131
Sigma Planning Corp
Michigan
$988K -$40.8K -662 -4%
CCWA
132
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$981K -$28.6K -464 -3%
MGIA
133
Moneta Group Investment Advisors
Missouri
$977K
GFG
134
Greystone Financial Group
Michigan
$964K -$67K -1,088 -7%
TC
135
Trilogy Capital
California
$952K +$206K +3,353 +28%
CA
136
Clearstead Advisors
Ohio
$943K
HFA
137
High Falls Advisors
New York
$930K -$128K -2,082 -12%
MLFP
138
MPS Loria Financial Planners
Illinois
$929K +$63K +1,024 +7%
CTC
139
Central Trust Company
Missouri
$892K +$68.2K +1,108 +8%
NA
140
NewEdge Advisors
Louisiana
$891K +$321K +5,218 +56%
PP
141
PDS Planning
Ohio
$870K -$11.5K -187 -1%
HA
142
Hanover Advisors
South Carolina
$853K +$853K +13,848 New
AG
143
AmeriFlex Group
Nevada
$846K -$17.7K -289 -2%
RFA
144
Reyes Financial Architecture
California
$832K +$451K +7,326 +118%
EGM
145
Engineers Gate Manager
New York
$820K -$118K -1,915 -13%
GRP
146
Global Retirement Partners
California
$792K +$792K +12,856 New
WP
147
Westmount Partners
California
$770K +$22.8K +371 +3%
PFA
148
Pure Financial Advisors
California
$764K +$6.4K +104 +0.8%
SWP
149
Summit Wealth Partners
Florida
$761K -$6.47K -105 -0.8%
FW
150
Fidato Wealth
Ohio
$760K -$10.2K -166 -1%