AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Overview Fund Activity

337 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, 106 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+11
Holders Change %
+3.37%
% of All Funds
4.9%
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
106
Reduced
129
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$17.2M
2
LGA
2
Lebenthal Global Advisors
New York
$20.4M
3
FIA
3
Foundations Investment Advisors
Arizona
$10.1M
4
OCM
4
One Capital Management
California
$9.13M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.64M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$1.14M
2
GM
2
GeoWealth Management
Illinois
$4.23M
3
Ameriprise
3
Ameriprise
Minnesota
$3.12M
4
RBA
4
Richard Bernstein Advisors
New York
$3.25M
5
AssetMark Inc
5
AssetMark Inc
California
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFL
26
Wealth Forward LLC
North Dakota
$5.69M -$150K -2,665 -3%
ECA
27
Elevation Capital Advisory
Oregon
$5.63M +$5.63M +99,963 New
Corient Private Wealth
28
Corient Private Wealth
Florida
$5.54M +$3.29M +58,396 +146%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$5.38M +$2.6M +45,703 +93%
KAS
30
Kestra Advisory Services
Texas
$5.24M -$968K -17,481 -16%
UW
31
Unique Wealth
Florida
$5.09M +$231K +4,102 +5%
DWM
32
Dakota Wealth Management
Florida
$4.88M -$225K -4,003 -4%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$4.64M +$3.3M +58,606 +246%
NB
34
NBT Bank
New York
$4.51M +$476K +8,448 +12%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.51M -$172K -3,053 -4%
PAMG
36
Patton Albertson Miller Group
Tennessee
$4.36M +$33.9K +602 +0.8%
LIA
37
LBMC Investment Advisors
Tennessee
$4.35M -$159K -2,826 -4%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$4.32M +$9.52K +169 +0.2%
GM
39
GeoWealth Management
Illinois
$4.23M -$9.19M -163,240 -69%
WCG
40
Weaver Consulting Group
California
$4.21M -$37.5K -666 -0.9%
MSA
41
Marino Stram & Associates
Massachusetts
$4.06M +$21.9K +389 +0.5%
EIG
42
Ellenbecker Investment Group
Wisconsin
$4.04M +$209K +3,717 +5%
LPAM
43
Lodestar Private Asset Management
California
$3.84M +$113K +1,998 +3%
FFA
44
First Foundation Advisors
California
$3.71M -$8.9K -158 -0.2%
BWA
45
Burt Wealth Advisors
Maryland
$3.7M -$51.9K -921 -1%
BCM
46
Brookstone Capital Management
Illinois
$3.49M -$72.1K -1,259 -2%
FHC
47
Fort Henry Capital
West Virginia
$3.37M +$27.9K +496 +0.8%
RWP
48
RWA Wealth Partners
Massachusetts
$3.34M +$552K +9,800 +20%
RBA
49
Richard Bernstein Advisors
New York
$3.25M -$5.11M -90,649 -61%
FPAS
50
Focus Partners Advisor Solutions
Missouri
$3.14M +$2.81M +49,968 +856%
1
2
3 4 5