iShares Core 60/40 Balanced Allocation ETF
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.
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%)
Top Buyers
| 1 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$16.1M |
| 2 |
TI
TTP Investments
San Jose,
California
|
+$10.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.12M |
| 4 |
HA
Hanover Advisors
Seneca,
South Carolina
|
+$5.18M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.03M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$6.83M |
| 2 |
NB
NBT Bank
Norwich,
New York
|
-$6.18M |
| 3 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$6.09M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.35M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSFG
401
Park Square Financial Group
Roswell,
Georgia
| – | -$75.1K | -1,220 | Closed |
|
|
WSFS
402
Wilmington Savings Fund Society
Wilmington,
Delaware
| – | -$70.4K | -1,143 | Closed |
|
|
CIA
403
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$61.6K | -1,000 | Closed |
|
|
DJSG
404
D.J. St. Germain
Springfield,
Massachusetts
| – | -$58.5K | -950 | Closed |
|
|
T
405
Transce3nd
Kyle,
Texas
| – | -$56K | -910 | Closed |
|
|
AAP
406
Arax Advisory Partners
Denver,
Colorado
| – | -$50.5K | -820 | Closed |
|
|
SIS
407
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$15.1K | -245 | Closed |
|
|
BFP
408
Briaud Financial Planning
College Station,
Texas
| – | -$2K | -47 | Closed |
|
409
BNP Paribas Financial Markets
Paris,
France
| – | -$1.11K | -18 | Closed |
|
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.