AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Overview Fund Activity

362 hedge funds and large institutions have $935M invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 146 increasing their positions, 128 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
4.85%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
33
Increased
146
Reduced
128
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Worth Asset Management
Texas
+$23.5M
2
LPL Financial
LPL Financial
California
+$6.56M
3
ECA
Elevation Capital Advisory
Oregon
+$6.09M
4
BlackRock
BlackRock
New York
+$3.64M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.29M

Top Sellers

1
OCM
One Capital Management
California
-$9.43M
2
LGA
Lebenthal Global Advisors
New York
-$7.31M
3
CWA
Centerline Wealth Advisors
Kentucky
-$6.29M
4
RBA
Richard Bernstein Advisors
New York
-$6.07M
5
Morgan Stanley
Morgan Stanley
New York
-$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
101
Equitable Holdings
New York
$1.44M +$164K +2,660 +13%
Legacy Financial Group (Iowa)
102
Legacy Financial Group (Iowa)
Iowa
$1.44M +$6.59K +107 +0.5%
SC
103
Savant Capital
Illinois
$1.44M +$1.44M +23,376 New
PCM
104
Piedmont Capital Management
Montana
$1.43M +$8.74K +142 +0.6%
IWC
105
Integrated Wealth Concepts
Massachusetts
$1.42M +$301K +4,883 +27%
IF
106
Integrity Financial
Wyoming
$1.38M -$41.7K -678 -3%
BEI
107
Benjamin Edwards Inc
Missouri
$1.33M +$119K +1,930 +10%
OCM
108
One Capital Management
California
$1.3M -$9.43M -153,147 -88%
FFN
109
Focus Financial Network
Minnesota
$1.29M -$191K -3,098 -13%
SFG
110
Sage Financial Group
Pennsylvania
$1.29M +$486K +7,890 +60%
CIP
111
Capital Insight Partners
Arizona
$1.29M – – –
GAA
112
Global Assets Advisory
Florida
$1.26M -$2.29M -37,225 -65%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$1.23M +$147K +2,390 +14%
WC
114
Waterloo Capital
Texas
$1.23M -$92.7K -1,506 -7%
IFWM
115
Institute for Wealth Management
Colorado
$1.22M +$334K +5,428 +38%
GCM
116
Gallacher Capital Management
Colorado
$1.22M -$139K -2,252 -10%
SI
117
SimpliFi Inc
California
$1.21M +$14.3K +233 +1%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$1.21M -$64.2K -1,042 -5%
UCFA
119
United Capital Financial Advisors
Texas
$1.2M +$30.5K +495 +3%
DAS
120
Dynamic Advisor Solutions
Arizona
$1.13M +$52.6K +854 +5%
WFS
121
Weitzel Financial Services
Iowa
$1.12M +$1.12M +18,078 New
OPWM
122
Oxinas Partners Wealth Management
Indiana
$1.12M +$2.83K +46 +0.3%
NG
123
Northstar Group
New York
$1.11M -$79.5K -1,291 -7%
SWP
124
Stratos Wealth Partners
Ohio
$1.08M -$134K -2,173 -11%
MWG
125
Martin Worley Group
Utah
$1.06M -$55.1K -895 -5%
3 4
5
6 7