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iShares Core 60/40 Balanced Allocation ETF
AOR

341 hedge funds and large institutions have $784M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 135 increasing their positions, 123 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

10% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 123

5% more capital invested

Capital invested by funds: $747M → $784M (+$37.3M)

0.99% more ownership

Funds ownership: 36.19% → 37.18% (+0.99%)

1% more funds holding

Funds holding: 338 → 341 (+3)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
4.9%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
27
Increased
135
Reduced
123
Closed
20
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
+$237K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$34.7M
2
IAIM
International Assets Investment Management
Florida
+$13.9M
3
GM
GeoWealth Management
Illinois
+$5.61M
4
FFN
Focus Financial Network
Minnesota
+$3.52M
5
RBA
Richard Bernstein Advisors
New York
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$32.9M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$5.38M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.27M
4
LGA
Lebenthal Global Advisors
New York
-$1.86M
5
RL
Retireful LLC
Michigan
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
226
Aquire Wealth Advisors
Utah
$262K +$9.98K +174 +4%
CCFM
227
Clear Creek Financial Management
Washington
$262K +$9.12K +159 +4%
GRP
228
Global Retirement Partners
California
$260K -$18.1K -315 -7%
CIAS
229
Capital Investment Advisory Services
North Carolina
$255K – – –
CWM
230
Chesapeake Wealth Management
Virginia
$255K – – –
RIL
231
Rothschild Investment LLC
Illinois
$255K – – –
WWM
232
Western Wealth Management
Colorado
$249K – – –
NCM
233
Narwhal Capital Management
Georgia
$249K – – –
EMAM
234
Encompass More Asset Management
California
$247K -$4.93K -86 -2%
CA
235
CoreCap Advisors
Michigan
$246K +$239K +4,160 New
SSC
236
Syverson Strege & Co
Iowa
$245K -$18.4K -321 -7%
SPIA
237
Steward Partners Investment Advisory
New York
$245K +$15.7K +273 +7%
ADL
238
Asset Dedication LLC
California
$243K – – –
SM
239
Sensible Money
Arizona
$243K – – –
E3F
240
Eight 31 Financial
Texas
$241K +$3.33K +58 +1%
BJL
241
Brighton Jones LLC
Washington
$240K +$745 +13 +0.3%
LWMNY
242
Landmark Wealth Management (New York)
New York
$238K +$230K +4,012 New
VFPW
243
Vantage Financial Partners (Wisconsin)
Wisconsin
$238K +$13.2K +230 +6%
JFG
244
JMG Financial Group
Illinois
$237K +$229K +3,996 New
BA
245
Bellwether Advisors
Nebraska
$235K +$16.9K +295 +8%
AFG
246
AFS Financial Group
Maryland
$228K – – –
SB
247
Strategic Blueprint
Georgia
$221K +$214K +3,730 New
SCM
248
Stonehearth Capital Management
Massachusetts
$219K +$212K +3,702 New
MCM
249
MAI Capital Management
Ohio
$219K -$13.9K -242 -6%
KIG
250
Kowal Investment Group
Wisconsin
$218K -$9.57K -167 -4%
8 9
10
11 12

AOR Hedge Fund Activity: Q3 2024 in Review

341 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2024, worth a combined $784M — up 5% from $747M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AOR positions and 20 closed out — a net gain of 7 holders — while 135 added to existing stakes and 123 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $34.7M. The largest seller was Bank of America, cutting an estimated $32.9M.

  • 341 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2024, up from 338 in Q2 2024.
  • Funds reported $784M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2024, up 5% quarter-over-quarter.
  • 27 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2024 and 20 closed out, a net change of +7 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $34.7M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2024 was Bank of America, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2024.