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iShares Core 60/40 Balanced Allocation ETF
AOR

387 hedge funds and large institutions have $1.01B invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 155 increasing their positions, 131 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

18% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 131

7% more capital invested

Capital invested by funds: $946M → $1.01B (+$68.2M)

6% more funds holding

Funds holding: 366 → 387 (+21)

2.21% less ownership

Funds ownership: 38.72% → 36.51% (-2.2%)

Holders
387
Holders Change
+21
Holders Change %
+5.74%
% of All Funds
5.08%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
48
Increased
155
Reduced
131
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Worth Asset Management
Texas
+$16.1M
2
TI
TTP Investments
California
+$10.4M
3
LPL Financial
LPL Financial
California
+$6.12M
4
HA
Hanover Advisors
South Carolina
+$5.18M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.03M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$6.83M
2
NB
NBT Bank
New York
-$6.18M
3
ECA
Elevation Capital Advisory
Oregon
-$6.09M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.35M
5
Bank of America
Bank of America
North Carolina
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
376
Steigerwald Gordon & Koch
Virginia
$4.74K +$4.63K +74 New
CA
377
Crewe Advisors
Utah
$4.7K – – –
SWP
378
Strategic Wealth Partners
Ohio
$3.09K +$3K +48 New
NSIM
379
North Star Investment Management
Illinois
$2.81K +$63 +1 +2%
DAM
380
Delta Asset Management
Tennessee
$2.58K -$3.75K -60 -60%
CHC
381
City Holding Co
West Virginia
$2.25K – – –
SVWA
382
Sarver Vrooman Wealth Advisors
Missouri
$2.13K – – –
MAFA
383
MJT & Associates Financial Advisory
Minnesota
$1.87K – – –
DWM
384
Darwin Wealth Management
Florida
$1.42K – – –
RF
385
Rossby Financial
Florida
$1.29K – – –
WOSD
386
WFA of San Diego
California
$1.29K – – –
GFWA
387
Grey Fox Wealth Advisors
Delaware
$129 +$125 +2 New
MSG
388
Main Street Group
Virginia
$64 – – –
ECA
389
Elevation Capital Advisory
Oregon
– -$6.09M -98,905 Closed
EFG
390
Ethos Financial Group
Pennsylvania
– -$2.63M -42,759 Closed
ACM
391
Avalon Capital Management
California
– -$2.07M -33,568 Closed
RL
392
Retireful LLC
Michigan
– -$1.56M -25,402 Closed
OPWM
393
Oxinas Partners Wealth Management
Indiana
– -$1.12M -18,113 Closed
Millennium Management
394
Millennium Management
New York
– -$502K -8,159 Closed
W
395
Wealthquest
Ohio
– -$306K -4,975 Closed
APWA
396
Atlas Private Wealth Advisors
New Jersey
– -$281K -4,560 Closed
SM
397
Sensible Money
Arizona
– -$252K -4,100 Closed
LWMNY
398
Landmark Wealth Management (New York)
New York
– -$246K -3,993 Closed
EWM
399
Empirical Wealth Management
Washington
– -$243K -3,950 Closed
MOS
400
MGO One Seven
Ohio
– -$202K -3,284 Closed
13 14 15
16
17

AOR Hedge Fund Activity: Q3 2025 in Review

387 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2025, worth a combined $1.01B — up 7.2% from $946M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AOR positions and 21 closed out — a net gain of 27 holders — while 155 added to existing stakes and 131 trimmed.

The largest buyer was Worth Asset Management, adding an estimated $16.1M. The largest seller was JP Morgan Chase, cutting an estimated $6.83M.

  • 387 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2025, up from 366 in Q2 2025.
  • Funds reported $1.01B of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2025, up 7.2% quarter-over-quarter.
  • 48 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2025 and 21 closed out, a net change of +27 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2025 was Worth Asset Management, an estimated $16.1M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2025 was JP Morgan Chase, an estimated $6.83M sold.

Based on aggregated 13F filings for Q3 2025.