AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Overview Fund Activity

360 hedge funds and large institutions have $931M invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 145 increasing their positions, 128 reducing their positions, and 14 closing their positions.

Holders
360
Holders Change
+12
Holders Change %
+3.45%
% of All Funds
4.83%
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
145
Reduced
128
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Worth Asset Management
Texas
$23.5M
2
LPL Financial
2
LPL Financial
California
$31.1M
3
ECA
3
Elevation Capital Advisory
Oregon
$6.09M
4
BlackRock
4
BlackRock
New York
$110M
5
BWP
5
BSW Wealth Partners
Colorado
$13.1M

Top Sellers

1
OCM
1
One Capital Management
California
$1.3M
2
LGA
2
Lebenthal Global Advisors
New York
$13.8M
3
CWA
3
Centerline Wealth Advisors
Kentucky
$9.28M
4
RBA
4
Richard Bernstein Advisors
New York
$610K
5
Morgan Stanley
5
Morgan Stanley
New York
$26.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$110M 1,791,263 +59,155 +3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$44.2M 717,742 +39,188 +6%
MFIM
3
Mesirow Financial Investment Management
Illinois
$36.6M 594,241 -8,828 -1%
Bank of America
4
Bank of America
North Carolina
$34.2M 555,937 -50,503 -8%
LPL Financial
5
LPL Financial
California
$31.1M 504,316 +106,587 +27%
AL
6
Aspiriant LLC
California
$27.8M 452,195 -11,733 -3%
Morgan Stanley
7
Morgan Stanley
New York
$26.9M 436,440 -98,376 -18%
Wells Fargo
8
Wells Fargo
California
$24.7M 401,196 +17,342 +5%
WAM
9
Worth Asset Management
Texas
$23.5M 381,062 +381,062 New
CWA
10
Consilium Wealth Advisory
Texas
$18.4M 299,617 +4,914 +2%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$18.3M 297,853 -4,147 -1%
AssetMark Inc
12
AssetMark Inc
California
$18.2M 295,098 -9,912 -3%
UBS Group
13
UBS Group
Switzerland
$17.8M 288,690 -27,359 -9%
FIA
14
Foundations Investment Advisors
Arizona
$17.8M 288,432 +26,631 +10%
JSA
15
Jim Saulnier & Associates
Colorado
$17.4M 283,024 +37,097 +15%
WA
16
Waverly Advisors
Alabama
$15.7M 254,349 -3,791 -1%
LGA
17
Lebenthal Global Advisors
New York
$13.8M 224,477 -118,654 -35%
BWP
18
BSW Wealth Partners
Colorado
$13.1M 212,686 +43,045 +25%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$12.7M 206,371 +17,116 +9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$11.1M 180,843 -2,662 -1%
CWA
21
Centerline Wealth Advisors
Kentucky
$9.28M 150,756 -102,079 -40%
KPWS
22
Kestra Private Wealth Services
Texas
$8.42M 136,723 +1,028 +0.8%
Raymond James Financial
23
Raymond James Financial
Florida
$8.26M 134,189 -9,142 -6%
PAYA
24
Phil A. Younker & Associates
Alaska
$7.24M 117,647 -1,421 -1%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$7.22M 117,249 +1,536 +1%
1
2 3 4 5