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iShares Core 60/40 Balanced Allocation ETF
407 hedge funds and large institutions have $1.19B invested in iShares Core 60/40 Balanced Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 165 increasing their positions, 124 reducing their positions, and 48 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
6% less capital invested
Capital invested by funds: $1.26B → $1.19B (-$70.1M)
10% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 48
Holders
407
Holding in Top 10
11
Calls
–
Puts
–
Top Buyers
| 1 | +$17.3M | |
| 2 | +$7M | |
| 3 | +$6.77M | |
| 4 |
NB
NBT Bank
Norwich,
New York
|
+$6.73M |
| 5 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
+$6.3M |
Top Sellers
| 1 | -$44.4M | |
| 2 | -$28.8M | |
| 3 | -$27.3M | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$12.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.98M |
