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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
MWM
151
Modera Wealth Management
New Jersey
$807K
PFA
152
Pure Financial Advisors
California
$801K
BPA
153
Beacon Pointe Advisors
California
$796K
SWP
154
Summit Wealth Partners
Florida
$780K
HIA
155
HFM Investment Advisors
New Jersey
$771K
MNA
156
Manning & Napier Advisors
New York
$765K
BC
157
Brio Consultants
California
$763K
SC
158
Scotia Capital
Ontario, Canada
$762K
MWM
159
Mission Wealth Management
California
$758K
NEPWA
160
New England Private Wealth Advisors
Massachusetts
$747K
SFG
161
Stonebridge Financial Group
Pennsylvania
$742K
FW
162
Fidato Wealth
Ohio
$728K
MMA
163
Miracle Mile Advisors
California
$714K
PFS
164
Prospera Financial Services
Texas
$712K
AF
165
Advisornet Financial
Minnesota
$699K
HHGA
166
Halbert Hargrove Global Advisors
California
$698K
BCI
167
Brinker Capital Investments
Pennsylvania
$698K
BFG
168
Buttonwood Financial Group
Missouri
$696K
GSWM
169
Golden State Wealth Management
California
$690K
Cerity Partners
170
Cerity Partners
New York
$682K
CBA
171
Coastal Bridge Advisors
Connecticut
$682K
BFA
172
Beacon Financial Advisory
Ohio
$677K
CFA
173
Camarda Financial Advisors
Florida
$671K
CWM
174
Cahaba Wealth Management
Georgia
$650K
NWM
175
Napa Wealth Management
California
$646K