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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 %
CI
201
CX Institutional
Indiana
$487K -$7.76K -126 -2%
CPCM
202
Cardinal Point Capital Management
Ontario, Canada
$486K -$127K -2,060 -21%
WIA
203
Wealthedge Investment Advisors
New York
$468K +$73K +1,186 +18%
SFG
204
Somnio Financial Group
Connecticut
$464K +$464K +7,538 New
HSWM
205
Hubbell Strickland Wealth Management
Louisiana
$462K +$7.02K +114 +2%
FHC
206
First Heartland Consultants
Missouri
$457K +$141K +2,286 +45%
SFM
207
Signet Financial Management
New Jersey
$455K +$176K +2,862 +63%
IIC
208
Integrated Investment Consultants
Michigan
$452K +$86.5K +70,304 +24%
BSWM
209
Boston Standard Wealth Management
Massachusetts
$447K +$33.4K +543 +8%
MFG
210
Merit Financial Group
Georgia
$445K -$25.7K -418 -5%
WIM
211
Westside Investment Management
California
$444K +$444K +7,210 New
HIA
212
Harbor Investment Advisory
Maryland
$434K +$15.8K +257 +4%
SS
213
Sunbelt Securities
Texas
$433K +$15.5K +271 +4%
HIP
214
HUB Investment Partners
Texas
$424K +$10.5K +171 +3%
BRM
215
Boston Research & Management
Massachusetts
$423K -$99.7K -1,623 -19%
SG
216
StoneX Group
New York
$415K +$103K +1,668 +33%
VFS
217
Valpey Financial Services
New Hampshire
$404K +$404K +6,568 New
MBFW
218
Morton Brown Family Wealth
Pennsylvania
$394K +$2.89K +47 +0.7%
EWA
219
Elevate Wealth Advisory
Georgia
$394K +$3.94K +64 +1%
DAS
220
Diversify Advisory Services
Utah
$385K +$385K +6,169 New
XF
221
XML Financial
Maryland
$383K +$383K +6,218 New
IAIM
222
International Assets Investment Management
Florida
$379K +$14.2K +230 +4%
DP
223
Divergent Planning
Maryland
$376K +$8.68K +141 +2%
DC
224
Dorval Corp
Minnesota
$374K
CPG
225
Cornerstone Planning Group
New Jersey
$373K +$6.84K +111 +2%