AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Overview Fund Activity

355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+14
Holders Change %
+4.11%
% of All Funds
4.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
152
Reduced
103
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$115M
2
RBA
Richard Bernstein Advisors
New York
$37.5M
3
Morgan Stanley
Morgan Stanley
New York
$48.6M
4
Stifel Financial
Stifel Financial
Missouri
$17.7M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$15.6M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$319K
2
ECA
Elevation Capital Advisory
Oregon
$0
3
GM
GeoWealth Management
Illinois
$3.98M
4
FFN
Focus Financial Network
Minnesota
$1.8M
5
AL
Aspiriant LLC
California
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
251
Rothschild Investment LLC
Illinois
$246K – – –
VHAM
252
Van Hulzen Asset Management
California
$246K -$29.6K -516 -11%
PA
253
Procyon Advisors
Connecticut
$244K +$244K +4,264 New
CA
254
CoreCap Advisors
Michigan
$243K +$4.41K +77 +2%
NCM
255
Narwhal Capital Management
Georgia
$241K – – –
E3F
256
Eight 31 Financial
Texas
$238K +$4.18K +73 +2%
MF
257
Manchester Financial
California
$236K +$236K +4,109 New
GRP
258
Global Retirement Partners
California
$235K -$16.2K -282 -6%
SM
259
Sensible Money
Arizona
$235K – – –
ADL
260
Asset Dedication LLC
California
$235K – – –
VFPW
261
Vantage Financial Partners (Wisconsin)
Wisconsin
$232K +$2.06K +36 +0.9%
LWMNY
262
Landmark Wealth Management (New York)
New York
$231K +$918 +16 +0.4%
JFG
263
JMG Financial Group
Illinois
$229K – – –
MEG
264
Millstone Evans Group
Colorado
$224K +$224K +3,901 New
MCWS
265
McKinley Carter Wealth Services
West Virginia
$221K -$644K -11,234 -74%
SCM
266
Stonehearth Capital Management
Massachusetts
$221K +$8.48K +148 +4%
MFGP
267
Marshall Financial Group (Pennsylvania)
Pennsylvania
$213K +$2.41K +42 +1%
LSPW
268
Lake Street Private Wealth
Illinois
$210K – – –
MCM
269
MAI Capital Management
Ohio
$208K -$3.73K -65 -2%
CIBC World Market
270
CIBC World Market
Ontario, Canada
$208K +$208K +3,621 New
FA
271
Fermata Advisors
California
$207K – – –
MWC
272
MKD Wealth Coaches
Michigan
$205K +$205K +3,580 New
AWM
273
Apex Wealth Management
New Hampshire
$204K +$204K +3,557 New
FC
274
FCA Corp
Texas
$204K – – –
CWM
275
Congress Wealth Management
Massachusetts
$202K -$57 -1 -0%
9 10
11
12 13