iShares Core 60/40 Balanced Allocation ETF
420 hedge funds and large institutions have $1.26B invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 185 increasing their positions, 115 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
3.81% more ownership
Funds ownership: 36.47% → 40.29% (+3.8%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Holders
420
Holding in Top 10
10
Calls
$611K
Puts
–
Top Buyers
| 1 | +$49.9M | |
| 2 | +$34.5M | |
| 3 | +$27.2M | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$21.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$20.8M |
Top Sellers
| 1 | -$18.9M | |
| 2 | -$10.7M | |
| 3 | -$8.13M | |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$5.83M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.09M |