iShares Core 60/40 Balanced Allocation ETF
410 hedge funds and large institutions have $1.2B invested in iShares Core 60/40 Balanced Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 166 increasing their positions, 126 reducing their positions, and 49 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 126
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
4% less funds holding
Funds holding: 427 → 410 (-17)
4.24% less ownership
Funds ownership: 41.34% → 37.1% (-4.2%)
7% less capital invested
Capital invested by funds: $1.29B → $1.2B (-$89.1M)
12% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$17.3M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$7M |
| 3 |
CWA
Consilium Wealth Advisory
Richardson,
Texas
|
+$6.77M |
| 4 |
NB
NBT Bank
Norwich,
New York
|
+$6.73M |
| 5 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$44.4M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$28.8M |
| 3 |
Barclays
London,
United Kingdom
|
-$27.3M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$12.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
451
Private Trust Company
Cleveland,
Ohio
| – | -$26.7K | -411 | Closed |
|
|
VWWMG
452
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| – | -$19.3K | -297 | Closed |
|
|
MPWT
453
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$5.46K | -84 | Closed |
|
|
FGAM
454
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$5.2K | -80 | Closed |
|
|
CA
455
Crewe Advisors
Salt Lake City,
Utah
| – | -$4.75K | -73 | Closed |
|
456
BNP Paribas Financial Markets
Paris,
France
| – | -$2.27K | -35 | Closed |
|
|
LAS
457
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$2.2K | -34 | Closed |
|
|
NL
458
Navalign LLC
Encino,
California
| – | -$1.17K | -18 | Closed |
|
|
GPFA
459
Game Plan Financial Advisors
Westlake,
Ohio
| – | -$260 | -4 | Closed |
|
AOR Hedge Fund Activity: Q1 2026 in Review
410 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2026, worth a combined $1.2B — down 6.9% from $1.29B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of AOR and 43 opened new positions — a net loss of 6 holders — while 126 trimmed existing stakes and 166 added.
The largest buyer was LPL Financial, adding an estimated $17.3M. The largest seller was Wells Fargo, cutting an estimated $44.4M.
- 410 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2026, down from 427 in Q4 2025.
- Funds reported $1.2B of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2026, down 6.9% quarter-over-quarter.
- 43 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2026 and 49 closed out, a net change of -6 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2026 was LPL Financial, an estimated $17.3M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2026 was Wells Fargo, an estimated $44.4M sold.
Based on aggregated 13F filings for Q1 2026.