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iShares Core 60/40 Balanced Allocation ETF

384 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, 154 increasing their positions, 131 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
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
MAM
126
Milestone Asset Management
Pennsylvania
$1.12M
NG
127
Northstar Group
New York
$1.11M
AWM
128
AE Wealth Management
Kansas
$1.11M
GCM
129
Gallacher Capital Management
Colorado
$1.11M
MLFP
130
MPS Loria Financial Planners
Illinois
$1.1M
WA
131
WBH Advisory
Maryland
$1.1M
SFA
132
Sequoia Financial Advisors
Ohio
$1.08M
OCM
133
One Capital Management
California
$1.07M
GFG
134
Greystone Financial Group
Michigan
$1.06M
JWCA
135
J.W. Cole Advisors
Florida
$1.03M
SPC
136
Sigma Planning Corp
Michigan
$1.03M
IWM
137
IMG Wealth Management
Florida
$992K
CA
138
Clearstead Advisors
Ohio
$986K
FPAS
139
Focus Partners Advisor Solutions
Missouri
$984K
CCWA
140
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$978K
CTC
141
Central Trust Company
Missouri
$974K
WP
142
Westmount Partners
California
$961K
OIA
143
OneDigital Investment Advisors
Kansas
$933K
HFA
144
High Falls Advisors
New York
$919K
Jones Financial Companies
145
Jones Financial Companies
Missouri
$853K
MML Investors Services
146
MML Investors Services
Massachusetts
$845K
PP
147
PDS Planning
Ohio
$825K
IWS
148
Integrity Wealth Solutions
Colorado
$809K
PPWM
149
PFG Private Wealth Management
Florida
$809K
NL
150
NVWM LLC
Pennsylvania
$808K