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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
OGF
201
Orin Green Financial
California
$513K
CI
202
CX Institutional
Indiana
$509K
CF
203
Centaurus Financial
California
$508K
DAS
204
Diversify Advisory Services
Utah
$501K
SFG
205
Somnio Financial Group
Connecticut
$486K
SFM
206
Signet Financial Management
New Jersey
$478K
CAM
207
Cresset Asset Management
Illinois
$473K
IIC
208
Integrated Investment Consultants
Michigan
$464K
NA
209
NewEdge Advisors
Louisiana
$463K
HIA
210
Harbor Investment Advisory
Maryland
$457K
SPIA
211
Steward Partners Investment Advisory
New York
$457K
HSWM
212
Hubbell Strickland Wealth Management
Louisiana
$448K
SS
213
Sunbelt Securities
Texas
$447K
TSS
214
Two Sigma Securities
New York
$447K
BRM
215
Boston Research & Management
Massachusetts
$445K
CCM
216
Canal Capital Management
Virginia
$436K
BSWM
217
Boston Standard Wealth Management
Massachusetts
$432K
AGWCA
218
Annis Gardner Whiting Capital Advisors
Florida
$423K
VFS
219
Valpey Financial Services
New Hampshire
$418K
CA
220
CoreCap Advisors
Michigan
$416K
MBFW
221
Morton Brown Family Wealth
Pennsylvania
$414K
EWA
222
Elevate Wealth Advisory
Georgia
$413K
WIA
223
Wealthedge Investment Advisors
New York
$407K
FFA
224
Farther Finance Advisors
California
$404K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$401K