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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 %
BPA
151
Beacon Pointe Advisors
California
$752K -$1.05K -17 -0.1%
HIA
152
HFM Investment Advisors
New Jersey
$739K +$17.1K +278 +2%
SFG
153
Stonebridge Financial Group
Pennsylvania
$738K -$369K -5,986 -33%
Mariner
154
Mariner
Kansas
$730K -$134K -2,175 -16%
SC
155
Scotia Capital
Ontario, Canada
$728K -$9.42K -153 -1%
Cerity Partners
156
Cerity Partners
New York
$724K -$9.3K -151 -1%
BC
157
Brio Consultants
California
$723K +$84K +1,364 +13%
MWM
158
Modera Wealth Management
New Jersey
$722K +$52.5K +853 +8%
SC
159
SouthState Corp
Florida
$718K -$107K -1,745 -13%
JWCA
160
J.W. Cole Advisors
Florida
$716K +$277K +4,504 +63%
NEPWA
161
New England Private Wealth Advisors
Massachusetts
$715K +$5.67K +92 +0.8%
IWS
162
Integrity Wealth Solutions
Colorado
$710K -$4.31K -70 -0.6%
NL
163
NVWM LLC
Pennsylvania
$709K +$177K +2,878 +33%
OIA
164
OneDigital Investment Advisors
Kansas
$705K +$263K +4,266 +59%
HHGA
165
Halbert Hargrove Global Advisors
California
$703K +$582K +9,459 +482%
PFS
166
Prospera Financial Services
Texas
$674K +$34.4K +559 +5%
BFG
167
Buttonwood Financial Group
Missouri
$660K +$3.35K +55 +0.5%
Goldman Sachs
168
Goldman Sachs
New York
$654K +$654K +10,620 New
KWA
169
Kingswood Wealth Advisors
California
$644K +$36.4K +592 +6%
BFA
170
Beacon Financial Advisory
Ohio
$640K +$46.8K +760 +8%
AF
171
Advisornet Financial
Minnesota
$638K +$8.13K +132 +1%
HWM
172
Heirloom Wealth Management
Colorado
$625K +$51.7K +840 +9%
CWM
173
Cahaba Wealth Management
Georgia
$622K -$84.5K -1,373 -12%
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$614K -$63.5K -1,031 -9%
RBA
175
Richard Bernstein Advisors
New York
$610K -$6.07M -98,528 -91%