iShares Core 60/40 Balanced Allocation ETF
452 hedge funds and large institutions have $1.37B invested in iShares Core 60/40 Balanced Allocation ETF in 2026 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 206 increasing their positions, 125 reducing their positions, and 17 closing their positions.
288% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 17
65% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 125
14% more capital invested
Capital invested by funds: $1.2B → $1.37B (+$164M)
10% more funds holding
Funds holding: 410 → 452 (+42)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
0.23% more ownership
Funds ownership: 37.1% → 37.33% (+0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFA
Reyes Financial Architecture
San Diego,
California
|
+$5.32M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
+$4.76M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.75M |
| 4 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
+$4.23M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$8.08M |
| 2 |
NB
NBT Bank
Norwich,
New York
|
-$5.79M |
| 3 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
-$4.53M |
| 4 |
Morgan Stanley
New York
|
-$3.31M |
| 5 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$3.28M |
AOR Hedge Fund Activity: Q2 2026 in Review
452 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2026, worth a combined $1.37B — up 14% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new AOR positions and 17 closed out — a net gain of 49 holders — while 206 added to existing stakes and 125 trimmed.
The largest buyer was Reyes Financial Architecture, adding an estimated $5.32M. The largest seller was LPL Financial, cutting an estimated $8.08M.
- 452 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2026, up from 410 in Q1 2026.
- Funds reported $1.37B of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2026, up 14% quarter-over-quarter.
- 66 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2026 and 17 closed out, a net change of +49 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2026 was Reyes Financial Architecture, an estimated $5.32M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2026 was LPL Financial, an estimated $8.08M sold.
Based on aggregated 13F filings for Q2 2026.