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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$2.08M +$347K +5,094 +21%
AF
102
Allworth Financial
California
$2.08M -$115K -1,684 -5%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$2.07M +$303K +4,446 +17%
DAS
104
Dynamic Advisor Solutions
Arizona
$2.03M -$1.19M -17,426 -37%
Lido Advisors
105
Lido Advisors
California
$2.02M -$18K -264 -0.9%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$2M +$507K +7,451 +35%
PWM
107
Prentice Wealth Management
New York
$1.98M +$109K +1,594 +6%
EH
108
Equitable Holdings
New York
$1.96M +$124K +1,814 +7%
MA
109
Mutual Advisors
Nebraska
$1.96M +$7.08K +104 +0.4%
IFWM
110
Institute for Wealth Management
Colorado
$1.95M +$404K +5,936 +27%
IAS
111
IMA Advisory Services
Colorado
$1.88M +$62.3K +915 +3%
RFA
112
RTD Financial Advisors
Pennsylvania
$1.83M +$20.1K +295 +1%
SL
113
Sentinus LLC
Illinois
$1.82M -$119K -1,747 -6%
PWM
114
Perigon Wealth Management
California
$1.81M +$139K +2,037 +9%
MAWA
115
Moss Adams Wealth Advisors
Washington
$1.79M -$42.7K -627 -2%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.75M +$17.3K +254 +1%
OIA
117
OneDigital Investment Advisors
Kansas
$1.73M +$209K +3,065 +14%
PCIG
118
Partners Capital Investment Group
Massachusetts
$1.7M +$7.76K +114 +0.5%
WP
119
Westmount Partners
California
$1.69M +$477K +7,006 +41%
Legacy Financial Group (Iowa)
120
Legacy Financial Group (Iowa)
Iowa
$1.66M -$77.8K -1,143 -5%
Cerity Partners
121
Cerity Partners
New York
$1.65M +$788K +11,570 +95%
SA
122
Sanctuary Advisors
Indiana
$1.62M +$263K +3,862 +20%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$1.61M +$394K +5,788 +33%
OFG
124
Orcam Financial Group
California
$1.49M +$955K +14,030 +188%
MLFP
125
MPS Loria Financial Planners
Illinois
$1.46M -$2.11K -31 -0.1%
3 4
5
6 7

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.