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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
GCM
126
Gallacher Capital Management
Colorado
$1.11M
MLFP
127
MPS Loria Financial Planners
Illinois
$1.1M
WA
128
WBH Advisory
Maryland
$1.1M
SFA
129
Sequoia Financial Advisors
Ohio
$1.08M
OCM
130
One Capital Management
California
$1.07M
GFG
131
Greystone Financial Group
Michigan
$1.06M
JWCA
132
J.W. Cole Advisors
Florida
$1.03M
SPC
133
Sigma Planning Corp
Michigan
$1.03M
IWM
134
IMG Wealth Management
Florida
$992K
CA
135
Clearstead Advisors
Ohio
$986K
FPAS
136
Focus Partners Advisor Solutions
Missouri
$984K
CCWA
137
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$978K
CTC
138
Central Trust Company
Missouri
$974K
WP
139
Westmount Partners
California
$961K
OIA
140
OneDigital Investment Advisors
Kansas
$933K
HFA
141
High Falls Advisors
New York
$919K
Jones Financial Companies
142
Jones Financial Companies
Missouri
$853K
MML Investors Services
143
MML Investors Services
Massachusetts
$845K
PP
144
PDS Planning
Ohio
$825K
IWS
145
Integrity Wealth Solutions
Colorado
$809K
PPWM
146
PFG Private Wealth Management
Florida
$809K
NL
147
NVWM LLC
Pennsylvania
$808K
MWM
148
Modera Wealth Management
New Jersey
$807K
PFA
149
Pure Financial Advisors
California
$801K
BPA
150
Beacon Pointe Advisors
California
$796K