AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Overview Fund Activity

297 hedge funds and large institutions have $827M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+34
Holders Change %
+12.93%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
57
Increased
125
Reduced
69
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$106M
2
UBS Group
UBS Group
Switzerland
$32M
3
WA
WestEnd Advisors
North Carolina
$18.5M
4
GM
GeoWealth Management
Illinois
$18.6M
5
RJA
Raymond James & Associates
Florida
$12.5M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.34M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.39M
4
SWPG
Strategic Wealth Partners Group
Illinois
$37M
5
LIA
LBMC Investment Advisors
Tennessee
$4.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
101
Efficient Advisors
Ohio
$813K +$1.66K +29 +0.2%
CAN
102
Cetera Advisor Networks
California
$779K -$10.7K -188 -1%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$775K +$262K +4,587 +51%
CPWMP
104
Cardinal Point Wealth Management Partners
California
$764K +$764K +13,382 New
HI
105
Harbour Investments
Wisconsin
$760K -$338K -5,911 -31%
CC
106
Cypress Capital
Tennessee
$756K +$756K +13,239 New
GFG
107
Greystone Financial Group
Michigan
$754K +$125K +2,185 +20%
IWC
108
Integrated Wealth Concepts
Massachusetts
$739K -$55K -964 -7%
SFG
109
Sovereign Financial Group
Connecticut
$737K +$737K +12,904 New
TC
110
Trilogy Capital
California
$731K -$27.1K -475 -4%
CFA
111
Carroll Financial Associates
North Carolina
$729K – – –
TWP
112
Tempus Wealth Planning
California
$724K +$61K +1,069 +9%
GWM
113
Geneos Wealth Management
Colorado
$722K +$53.3K +935 +8%
UCFA
114
United Capital Financial Advisors
Texas
$700K +$2.68K +47 +0.4%
AAS
115
Avantax Advisory Services
Texas
$699K -$7.65K -134 -1%
RBFC
116
Roman Butler Fullerton & Co
Missouri
$695K +$2.28K +40 +0.3%
LNC
117
Lincoln National Corp
Pennsylvania
$695K +$6.62K +116 +1%
GFS
118
GYL Financial Synergies
Connecticut
$694K +$694K +12,156 New
FFG
119
Fullen Financial Group
Ohio
$690K +$2.28K +40 +0.3%
MCIA
120
Mountain Capital Investment Advisors
Colorado
$652K +$652K +11,513 New
HFA
121
High Falls Advisors
New York
$651K +$25K +437 +4%
Lido Advisors
122
Lido Advisors
California
$641K +$27.8K +488 +5%
CFA
123
Camarda Financial Advisors
Florida
$618K -$5.54K -97 -0.9%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$618K +$685 +12 +0.1%
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$615K +$80.9K +1,418 +15%
3 4
5
6 7