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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
TC
176
Trilogy Capital
California
$612K
EAMA
177
EFG Asset Management (Americas)
Florida
$611K
NHFG
178
New Harbor Financial Group
Massachusetts
$607K
ACS
179
Archford Capital Strategies
Illinois
$607K
GWCM
180
Godshalk Welsh Capital Management
Pennsylvania
$606K
WIM
181
Westside Investment Management
California
$603K
GIA
182
Gladstone Institutional Advisory
Florida
$597K
HWA
183
Heritage Wealth Architects
Minnesota
$597K
KWM
184
Kingsview Wealth Management
Oregon
$581K
Envestnet Portfolio Solutions
185
Envestnet Portfolio Solutions
Illinois
$580K
SNWA
186
Siligmueller & Norvid Wealth Advisors
Illinois
$566K
VWM
187
Venturi Wealth Management
Texas
$556K
SFWA
188
Summit Financial Wealth Advisors
Louisiana
$556K
NCM
189
New Capital Management
Texas
$556K
MCIA
190
Mountain Capital Investment Advisors
Colorado
$539K
OFG
191
Oxford Financial Group
Indiana
$538K
SA
192
Strategic Advocates
Utah
$531K
HWM
193
Heirloom Wealth Management
Colorado
$531K
WANY
194
Wealthspire Advisors (New York)
New York
$529K
MFG
195
Merit Financial Group
Georgia
$522K
WIA
196
World Investment Advisors
California
$518K
FFG
197
Fiduciary Financial Group
California
$516K
OGF
198
Orin Green Financial
California
$513K
CI
199
CX Institutional
Indiana
$509K
CF
200
Centaurus Financial
California
$508K