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iShares Core 60/40 Balanced Allocation ETF
AOR

338 hedge funds and large institutions have $747M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 107 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4% more funds holding

Funds holding: 326 → 338 (+12)

0% less capital invested

Capital invested by funds: $749M → $747M (-$2.09M)

2.5% less ownership

Funds ownership: 38.68% → 36.19% (-2.5%)

17% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 129

Holders
338
Holders Change
+12
Holders Change %
+3.68%
% of All Funds
4.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
41
Increased
107
Reduced
129
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$16.9M
2
LGA
Lebenthal Global Advisors
New York
+$10.3M
3
FIA
Foundations Investment Advisors
Arizona
+$9.31M
4
OCM
One Capital Management
California
+$8.96M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.24M

Top Sellers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
-$64.7M
2
GM
GeoWealth Management
Illinois
-$9.02M
3
Ameriprise
Ameriprise
Minnesota
-$5.81M
4
RBA
Richard Bernstein Advisors
New York
-$5.01M
5
AssetMark Inc
AssetMark Inc
California
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
226
International Assets Investment Management
Florida
$258K – – –
Jane Street
227
Jane Street
New York
$252K -$3.9M -70,524 -94%
SSC
228
Syverson Strege & Co
Iowa
$251K -$168K -3,042 -41%
AWM
229
Accurate Wealth Management
Florida
$248K +$239K +4,330 New
CIAS
230
Capital Investment Advisory Services
North Carolina
$243K – – –
CWM
231
Chesapeake Wealth Management
Virginia
$242K +$19.1K +345 +9%
RIL
232
Rothschild Investment LLC
Illinois
$242K – – –
WIA
233
World Investment Advisors
California
$241K – – –
CCFM
234
Clear Creek Financial Management
Washington
$240K -$2.93K -53 -1%
EMAM
235
Encompass More Asset Management
California
$240K -$2.49K -45 -1%
AWA
236
Aquire Wealth Advisors
Utah
$239K +$12.8K +231 +6%
MLFP
237
MPS Loria Financial Planners
Illinois
$238K +$234K +4,233 New
TSWM
238
Tyler-Stone Wealth Management
Ohio
$238K -$4.53K -82 -2%
WWM
239
Western Wealth Management
Colorado
$237K -$174K -3,143 -43%
NCM
240
Narwhal Capital Management
Georgia
$237K – – –
ADL
241
Asset Dedication LLC
California
$231K – – –
SM
242
Sensible Money
Arizona
$231K – – –
BJL
243
Brighton Jones LLC
Washington
$227K +$332 +6 +0.1%
E3F
244
Eight 31 Financial
Texas
$226K -$26K -471 -10%
MCM
245
MAI Capital Management
Ohio
$222K -$608 -11 -0.3%
RIA
246
Realta Investment Advisors
Delaware
$221K -$5.91K -107 -3%
SPIA
247
Steward Partners Investment Advisory
New York
$217K +$213K +3,860 New
KIG
248
Kowal Investment Group
Wisconsin
$217K -$88.2K -1,595 -29%
AFG
249
AFS Financial Group
Maryland
$217K – – –
Comerica Bank
250
Comerica Bank
Texas
$216K -$140K -2,533 -40%
8 9
10
11 12

AOR Hedge Fund Activity: Q2 2024 in Review

338 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2024, worth a combined $747M — down 0.28% from $749M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AOR positions and 21 closed out — a net gain of 20 holders — while 107 added to existing stakes and 129 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $16.9M. The largest seller was Global Assets Advisory, cutting an estimated $64.7M.

  • 338 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2024, up from 326 in Q1 2024.
  • Funds reported $747M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2024, down 0.28% quarter-over-quarter.
  • 41 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2024 and 21 closed out, a net change of +20 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $16.9M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2024 was Global Assets Advisory, an estimated $64.7M sold.

Based on aggregated 13F filings for Q2 2024.