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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
BB
176
Busey Bank
Illinois
$645K
Jane Street
177
Jane Street
New York
$634K
TWP
178
Tempus Wealth Planning
California
$632K
TC
179
Trilogy Capital
California
$612K
EAMA
180
EFG Asset Management (Americas)
Florida
$611K
NHFG
181
New Harbor Financial Group
Massachusetts
$607K
ACS
182
Archford Capital Strategies
Illinois
$607K
GWCM
183
Godshalk Welsh Capital Management
Pennsylvania
$606K
WIM
184
Westside Investment Management
California
$603K
GIA
185
Gladstone Institutional Advisory
Florida
$597K
HWA
186
Heritage Wealth Architects
Minnesota
$597K
KWM
187
Kingsview Wealth Management
Oregon
$581K
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$580K
SNWA
189
Siligmueller & Norvid Wealth Advisors
Illinois
$566K
VWM
190
Venturi Wealth Management
Texas
$556K
SFWA
191
Summit Financial Wealth Advisors
Louisiana
$556K
NCM
192
New Capital Management
Texas
$556K
MCIA
193
Mountain Capital Investment Advisors
Colorado
$539K
OFG
194
Oxford Financial Group
Indiana
$538K
SA
195
Strategic Advocates
Utah
$531K
HWM
196
Heirloom Wealth Management
Colorado
$531K
WANY
197
Wealthspire Advisors (New York)
New York
$529K
MFG
198
Merit Financial Group
Georgia
$522K
WIA
199
World Investment Advisors
California
$518K
FFG
200
Fiduciary Financial Group
California
$516K