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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.

New
Increased
Maintained
Reduced
Closed
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 %
ACS
176
Archford Capital Strategies
Illinois
$609K +$4.68K +76 +0.8%
TWP
177
Tempus Wealth Planning
California
$604K -$5.73K -93 -0.9%
NWM
178
Napa Wealth Management
California
$596K +$24.4K +397 +4%
CFA
179
Camarda Financial Advisors
Florida
$591K +$78.7K +1,278 +15%
EAMA
180
EFG Asset Management (Americas)
Florida
$580K +$2.59K +42 +0.4%
GWCM
181
Godshalk Welsh Capital Management
Pennsylvania
$578K -$45.7K -742 -7%
Jones Financial Companies
182
Jones Financial Companies
Missouri
$568K +$225K +3,668 +66%
WIA
183
World Investment Advisors
California
$563K -$5.6K -91 -1%
KWM
184
Kingsview Wealth Management
Oregon
$558K -$30.4K -494 -5%
Envestnet Portfolio Solutions
185
Envestnet Portfolio Solutions
Illinois
$555K -$174K -2,818 -24%
MCIA
186
Mountain Capital Investment Advisors
Colorado
$548K +$5.97K +97 +1%
GIA
187
Gladstone Institutional Advisory
Florida
$541K
NCM
188
New Capital Management
Texas
$530K -$6.34K -103 -1%
OFG
189
Oxford Financial Group
Indiana
$524K -$3.33K -54 -0.6%
WANY
190
Wealthspire Advisors (New York)
New York
$519K -$22.5K -366 -4%
FFG
191
Fiduciary Financial Group
California
$508K +$17.4K +282 +4%
AWS
192
Atria Wealth Solutions
New York
$506K -$453K -7,350 -47%
TSWM
193
Tyler-Stone Wealth Management
Ohio
$505K
Millennium Management
194
Millennium Management
New York
$502K -$72.3K -1,174 -13%
VWM
195
Venturi Wealth Management
Texas
$499K +$71.7K +1,164 +17%
OGF
196
Orin Green Financial
California
$498K -$9.11K -148 -2%
GSWM
197
Golden State Wealth Management
California
$497K +$497K +8,071 New
SA
198
Strategic Advocates
Utah
$495K -$1.6K -26 -0.3%
PCWA
199
Pacific Capital Wealth Advisors
California
$490K -$503K -8,249 -51%
CF
200
Centaurus Financial
California
$489K +$21.9K +355 +5%