We are live on ! Find out more
AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

452 hedge funds and large institutions have $1.37B invested in iShares Core 60/40 Balanced Allocation ETF in 2026 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 206 increasing their positions, 125 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

65% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 125

14% more capital invested

Capital invested by funds: $1.2B → $1.37B (+$164M)

10% more funds holding

Funds holding: 410 → 452 (+42)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

0.23% more ownership

Funds ownership: 37.1% → 37.33% (+0.23%)

Holders
452
Holders Change
+42
Holders Change %
+10.24%
% of All Funds
5.47%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
66
Increased
206
Reduced
125
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RFA
Reyes Financial Architecture
California
+$5.32M
2
AC
Almitas Capital
California
+$4.76M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.75M
4
AWA
ARQ Wealth Advisors
Arizona
+$4.23M
5
SWP
Stratos Wealth Partners
Ohio
+$4.05M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$8.08M
2
NB
NBT Bank
New York
-$5.79M
3
WA
WestEnd Advisors
North Carolina
-$4.53M
4
Morgan Stanley
Morgan Stanley
New York
-$3.31M
5
ECA
Elevation Capital Advisory
Oregon
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
76
Marino Stram & Associates
Massachusetts
$3.33M +$41.5K +609 +1%
HI
77
Harbour Investments
Wisconsin
$3.28M +$74.9K +1,100 +2%
IWC
78
Integrated Wealth Concepts
Massachusetts
$3.05M +$1.28M +18,803 +75%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$2.97M +$1.83M +26,875 +170%
CIA
80
Concurrent Investment Advisors
Florida
$2.82M +$489K +7,179 +22%
KWA
81
Kingswood Wealth Advisors
California
$2.79M +$22.7K +333 +0.8%
IA
82
IFG Advisory
Georgia
$2.7M +$2.62M +38,543 +12,848%
CFA
83
Cahill Financial Advisors
Minnesota
$2.68M +$9.33K +137 +0.4%
IAN
84
Integrated Advisors Network
Texas
$2.64M +$409 +6 +0%
FHC
85
First Heartland Consultants
Missouri
$2.63M +$63.7K +935 +3%
FWP
86
FAS Wealth Partners
Kansas
$2.55M +$160K +2,345 +7%
TWIM
87
TIAA Wealth Investment Management
New York
$2.53M +$2.48M +36,472 New
GAA
88
Global Assets Advisory
Florida
$2.49M +$2.45M +35,907 New
VCM
89
Vines Capital Management
Louisiana
$2.48M +$694K +10,197 +40%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$2.46M +$220K +3,234 +10%
JWCA
91
J.W. Cole Advisors
Florida
$2.44M +$2.39M +35,077 New
WFS
92
Weitzel Financial Services
Iowa
$2.42M +$530K +7,778 +28%
LAS
93
Legacy Advisory Services
Pennsylvania
$2.4M +$17.9K +263 +0.8%
VWA
94
Visionary Wealth Advisors
Illinois
$2.33M -$137K -2,006 -6%
SWM
95
Selby Wealth Management
California
$2.3M +$57K +837 +3%
PAG
96
Private Advisor Group
New Jersey
$2.28M -$230K -3,373 -9%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$2.15M +$136K +1,991 +7%
HG
98
Harbor Group
New Hampshire
$2.14M +$194K +2,844 +10%
WIM
99
Westside Investment Management
California
$2.14M +$611K +8,970 +41%
EWA
100
EP Wealth Advisors
California
$2.11M -$1.36K -20 -0.1%
2 3
4
5 6

AOR Hedge Fund Activity: Q2 2026 in Review

452 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2026, worth a combined $1.37B — up 14% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AOR positions and 17 closed out — a net gain of 49 holders — while 206 added to existing stakes and 125 trimmed.

The largest buyer was Reyes Financial Architecture, adding an estimated $5.32M. The largest seller was LPL Financial, cutting an estimated $8.08M.

  • 452 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2026, up from 410 in Q1 2026.
  • Funds reported $1.37B of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2026, up 14% quarter-over-quarter.
  • 66 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2026 and 17 closed out, a net change of +49 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2026 was Reyes Financial Architecture, an estimated $5.32M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2026 was LPL Financial, an estimated $8.08M sold.

Based on aggregated 13F filings for Q2 2026.