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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
DAS
201
Diversify Advisory Services
Utah
$501K
SFM
202
Signet Financial Management
New Jersey
$478K
CAM
203
Cresset Asset Management
Illinois
$473K
IIC
204
Integrated Investment Consultants
Michigan
$464K
NA
205
NewEdge Advisors
Louisiana
$463K
HIA
206
Harbor Investment Advisory
Maryland
$457K
SPIA
207
Steward Partners Investment Advisory
New York
$457K
HSWM
208
Hubbell Strickland Wealth Management
Louisiana
$448K
SS
209
Sunbelt Securities
Texas
$447K
TSS
210
Two Sigma Securities
New York
$447K
BRM
211
Boston Research & Management
Massachusetts
$445K
BSWM
212
Boston Standard Wealth Management
Massachusetts
$432K
AGWCA
213
Annis Gardner Whiting Capital Advisors
Florida
$423K
VFS
214
Valpey Financial Services
New Hampshire
$418K
CA
215
CoreCap Advisors
Michigan
$416K
MBFW
216
Morton Brown Family Wealth
Pennsylvania
$414K
EWA
217
Elevate Wealth Advisory
Georgia
$413K
WIA
218
Wealthedge Investment Advisors
New York
$407K
FFA
219
Farther Finance Advisors
California
$404K
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$401K
CPG
221
Cornerstone Planning Group
New Jersey
$400K
XF
222
XML Financial
Maryland
$399K
RAM
223
Readystate Asset Management
Illinois
$394K
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
$394K
SC
225
SouthState Corp
Florida
$393K