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iShares Core 60/40 Balanced Allocation ETF
AOR

338 hedge funds and large institutions have $747M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 107 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4% more funds holding

Funds holding: 326 → 338 (+12)

0% less capital invested

Capital invested by funds: $749M → $747M (-$2.09M)

2.5% less ownership

Funds ownership: 38.68% → 36.19% (-2.5%)

17% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 129

Holders
338
Holders Change
+12
Holders Change %
+3.68%
% of All Funds
4.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
41
Increased
107
Reduced
129
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$16.9M
2
LGA
Lebenthal Global Advisors
New York
+$10.3M
3
FIA
Foundations Investment Advisors
Arizona
+$9.31M
4
OCM
One Capital Management
California
+$8.96M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.24M

Top Sellers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
-$64.7M
2
GM
GeoWealth Management
Illinois
-$9.02M
3
Ameriprise
Ameriprise
Minnesota
-$5.81M
4
RBA
Richard Bernstein Advisors
New York
-$5.01M
5
AssetMark Inc
AssetMark Inc
California
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFL
26
Wealth Forward LLC
North Dakota
$5.69M -$147K -2,665 -3%
ECA
27
Elevation Capital Advisory
Oregon
$5.63M +$5.53M +99,963 New
Corient Private Wealth
28
Corient Private Wealth
Florida
$5.54M +$3.23M +58,396 +146%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$5.38M +$2.53M +45,703 +93%
KAS
30
Kestra Advisory Services
Texas
$5.24M -$966K -17,481 -16%
UW
31
Unique Wealth
Florida
$5.09M +$227K +4,102 +5%
DWM
32
Dakota Wealth Management
Florida
$4.88M -$221K -4,003 -4%
JP Morgan Chase
33
JP Morgan Chase
New York
$4.64M +$3.24M +58,606 +246%
NB
34
NBT Bank
New York
$4.51M +$467K +8,448 +12%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.51M -$169K -3,053 -4%
PAMG
36
Patton Albertson Miller Group
Tennessee
$4.36M +$33.3K +602 +0.8%
LIA
37
LBMC Investment Advisors
Tennessee
$4.35M -$156K -2,826 -4%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$4.32M +$9.34K +169 +0.2%
GM
39
GeoWealth Management
Illinois
$4.23M -$9.02M -163,240 -69%
WCG
40
Weaver Consulting Group
California
$4.21M -$36.8K -666 -0.9%
MSA
41
Marino Stram & Associates
Massachusetts
$4.06M +$21.5K +389 +0.5%
EIG
42
Ellenbecker Investment Group
Wisconsin
$4.04M +$205K +3,717 +5%
LPAM
43
Lodestar Private Asset Management
California
$3.84M +$110K +1,998 +3%
FFA
44
First Foundation Advisors
California
$3.71M -$8.73K -158 -0.2%
BWA
45
Burt Wealth Advisors
Maryland
$3.7M -$50.9K -921 -1%
BCM
46
Brookstone Capital Management
Illinois
$3.49M -$69.6K -1,259 -2%
FHC
47
Fort Henry Capital
West Virginia
$3.37M +$27.4K +496 +0.8%
RWP
48
RWA Wealth Partners
Massachusetts
$3.34M +$542K +9,800 +20%
RBA
49
Richard Bernstein Advisors
New York
$3.25M -$5.01M -90,649 -61%
FPAS
50
Focus Partners Advisor Solutions
Missouri
$3.14M +$2.76M +49,968 +856%
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AOR Hedge Fund Activity: Q2 2024 in Review

338 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2024, worth a combined $747M — down 0.28% from $749M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AOR positions and 21 closed out — a net gain of 20 holders — while 107 added to existing stakes and 129 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $16.9M. The largest seller was Global Assets Advisory, cutting an estimated $64.7M.

  • 338 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2024, up from 326 in Q1 2024.
  • Funds reported $747M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2024, down 0.28% quarter-over-quarter.
  • 41 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2024 and 21 closed out, a net change of +20 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $16.9M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2024 was Global Assets Advisory, an estimated $64.7M sold.

Based on aggregated 13F filings for Q2 2024.