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iShares Core 60/40 Balanced Allocation ETF
AOR

366 hedge funds and large institutions have $946M invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 149 increasing their positions, 129 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

16% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 129

10% more capital invested

Capital invested by funds: $861M → $946M (+$84.6M)

4% more funds holding

Funds holding: 351 → 366 (+15)

0.24% less ownership

Funds ownership: 38.97% → 38.72% (-0.24%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
366
Holders Change
+15
Holders Change %
+4.27%
% of All Funds
4.82%
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
149
Reduced
129
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Worth Asset Management
Texas
+$22.3M
2
LPL Financial
LPL Financial
California
+$6.23M
3
ECA
Elevation Capital Advisory
Oregon
+$5.78M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.4M
5
IIC
Integrated Investment Consultants
Michigan
+$4.11M

Top Sellers

Rank Fund Capital Flow
1
OCM
One Capital Management
California
-$8.94M
2
LGA
Lebenthal Global Advisors
New York
-$6.93M
3
CWA
Centerline Wealth Advisors
Kentucky
-$5.96M
4
RBA
Richard Bernstein Advisors
New York
-$5.75M
5
Morgan Stanley
Morgan Stanley
New York
-$5.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
351
Fourth Dimension Wealth
Ohio
$8.16K +$58 +1 +0.8%
AC
352
AlphaCore Capital
California
$7.88K +$7.48K +128 New
SC
353
Stephens Consulting
Michigan
$7.57K – – –
DAM
354
Delta Asset Management
Tennessee
$6.16K – – –
CA
355
Crewe Advisors
Utah
$4.5K +$4.26K +73 New
NSIM
356
North Star Investment Management
Illinois
$2.67K – – –
CHC
357
City Holding Co
West Virginia
$2.15K – – –
SVWA
358
Sarver Vrooman Wealth Advisors
Missouri
$2.03K – – –
BFP
359
Briaud Financial Planning
Texas
$2K +$2.75K +47 New
MAFA
360
MJT & Associates Financial Advisory
Minnesota
$1.79K – – –
DWM
361
Darwin Wealth Management
Florida
$1.35K – – –
RF
362
Rossby Financial
Florida
$1.23K – – –
WOSD
363
WFA of San Diego
California
$1.23K +$1.17K +20 New
BNP Paribas Financial Markets
364
BNP Paribas Financial Markets
France
$1.11K +$876 +15 +500%
CFD
365
Creative Financial Designs
Indiana
$616 -$1.46K -25 -71%
MSG
366
Main Street Group
Virginia
$62 – – –
NC
367
NewSquare Capital
Pennsylvania
$10 – – –
JWBC
368
John W. Brooker & Co
California
– -$1.87M -32,434 Closed
ACP
369
Aveo Capital Partners
Colorado
– -$297K -5,130 Closed
ARC
370
Advisor Resource Council
Texas
– -$265K -4,607 Closed
Northern Trust
371
Northern Trust
Illinois
– -$255K -4,430 Closed
MF
372
Manchester Financial
California
– -$239K -4,146 Closed
SFA
373
Salus Financial Advisors
Colorado
– -$226K -3,934 Closed
LSPW
374
Lake Street Private Wealth
Illinois
– -$211K -3,658 Closed
HFS
375
Hantz Financial Services
Michigan
– -$128K -2,218 Closed
12 13 14
15
16

AOR Hedge Fund Activity: Q2 2025 in Review

366 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2025, worth a combined $946M — up 9.8% from $861M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AOR positions and 15 closed out — a net gain of 18 holders — while 149 added to existing stakes and 129 trimmed.

The largest buyer was Worth Asset Management, opening a new position worth an estimated $22.3M. The largest seller was One Capital Management, cutting an estimated $8.94M.

  • 366 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2025, up from 351 in Q1 2025.
  • Funds reported $946M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2025, up 9.8% quarter-over-quarter.
  • 33 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2025 and 15 closed out, a net change of +18 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2025 was Worth Asset Management, an estimated $22.3M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2025 was One Capital Management, an estimated $8.94M sold.

Based on aggregated 13F filings for Q2 2025.