AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Overview Fund Activity

258 hedge funds and large institutions have $689M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-14
Holders Change %
-5.15%
% of All Funds
4.46%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
24
Increased
100
Reduced
87
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
Aspiriant LLC
California
$78.1M
2
RJA
Raymond James & Associates
Florida
$26.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.8M
4
CWA
Consilium Wealth Advisory
Texas
$6.88M
5
Truist Financial
Truist Financial
North Carolina
$6.53M

Top Sellers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$838K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.39M
3
WA
WestEnd Advisors
North Carolina
$7.36M
4
PA
Paragon Advisors
Texas
$0
5
CA
Calton & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
126
Lido Advisors
California
$427K +$45 +1 +0%
RWM
127
Reston Wealth Management
Virginia
$413K +$101K +2,255 +32%
FCA
128
FinTrust Capital Advisors
South Carolina
$408K -$12K -265 -3%
RBFC
129
Roman Butler Fullerton & Co
Missouri
$401K -$195K -4,365 -33%
JPMorgan Chase & Co
130
JPMorgan Chase & Co
New York
$397K +$7.87K +176 +2%
HSWM
131
Hubbell Strickland Wealth Management
Louisiana
$396K +$7.97K +178 +2%
GIA
132
Gladstone Institutional Advisory
Florida
$394K – – –
CFA
133
Camarda Financial Advisors
Florida
$393K -$74.2K -1,658 -16%
SFWA
134
Summit Financial Wealth Advisors
Louisiana
$390K – – –
VAS
135
Vestmark Advisory Solutions
Massachusetts
$378K -$73K -1,630 -16%
CF
136
Corrigan Financial
Rhode Island
$377K +$10.3K +229 +3%
SSC
137
Syverson Strege & Co
Iowa
$360K +$13K +290 +4%
MWM
138
Mascoma Wealth Management
New Hampshire
$348K +$582 +13 +0.2%
AFP
139
Ausdal Financial Partners
Iowa
$346K +$9.67K +216 +3%
AWM
140
Avior Wealth Management
Nebraska
$336K +$179 +4 +0.1%
AIP
141
Ahrens Investment Partners
Louisiana
$327K -$5.59K -125 -2%
KWM
142
Kingsview Wealth Management
Oregon
$326K +$314 +7 +0.1%
HIA
143
Harbor Investment Advisory
Maryland
$323K +$5.96K +133 +2%
DP
144
Divergent Planning
Maryland
$312K -$25K -559 -7%
EH
145
Equitable Holdings
New York
$310K +$672 +15 +0.2%
AAS
146
Ameritas Advisory Services
Nebraska
$309K +$19.7K +439 +7%
CPO
147
Cerity Partners OCIO
New York
$305K +$15.3K +343 +5%
GFS
148
GYL Financial Synergies
Connecticut
$302K +$302K +6,754 New
TFS
149
TrustCore Financial Services
Tennessee
$299K – – –
OGF
150
Orin Green Financial
California
$298K -$1.65K -37 -0.5%
4 5
6
7 8