AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Overview Fund Activity

263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
124
Reduced
67
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$52.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$15.8M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$4.38M
4
MSA
4
Marino Stram & Associates
Massachusetts
$4.12M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.49M

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$6.47B
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FAIM
4
Financial Advocates Investment Management
Washington
$267K
5
HPC
5
Hobart Private Capital
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
176
Ausdal Financial Partners
Iowa
$240K +$7.61K +137 +3%
KWM
177
Keebeck Wealth Management
Illinois
$239K – – –
CAG
178
Compass Advisory Group
New York
$238K +$238K +4,287 New
IA
179
IFG Advisory
Georgia
$235K +$235K +4,246 New
NCM
180
Narwhal Capital Management
Georgia
$233K – – –
AIC
181
Ameritas Investment Company
Nebraska
$228K +$46.2K +832 +25%
ADL
182
Asset Dedication LLC
California
$227K – – –
FCA
183
FinTrust Capital Advisors
South Carolina
$226K +$17.5K +315 +8%
FAM
184
Formidable Asset Management
Ohio
$221K -$218K -3,936 -50%
AWA
185
Acorn Wealth Advisors
Michigan
$221K +$555 +10 +0.3%
RIA
186
Realta Investment Advisors
Delaware
$221K +$9.78K +176 +5%
CCFM
187
Clear Creek Financial Management
Washington
$219K +$2.17K +39 +1%
VWM
188
Venturi Wealth Management
Texas
$215K +$11.2K +202 +5%
SCM
189
Stonehearth Capital Management
Massachusetts
$208K -$47.6K -860 -19%
WCFA
190
Walkner Condon Financial Advisors
Wisconsin
$208K – – –
PWM
191
Perigon Wealth Management
California
$204K – – –
RFN
192
RDA Financial Network
Iowa
$201K +$55 +1 +0%
IF
193
Ironwood Financial
Arizona
$194K – – –
COCM
194
Charter Oak Capital Management
New Hampshire
$190K +$2.94K +53 +2%
JWA
195
JFS Wealth Advisors
Pennsylvania
$189K +$941 +17 +0.5%
SAM
196
Strategic Asset Management
Minnesota
$178K +$178K +3,200 New
CF
197
Centaurus Financial
California
$173K -$296K -5,329 -63%
WWM
198
Wolff Wiese Magana
California
$170K +$1.44K +26 +0.9%
CFGS
199
Concourse Financial Group Securities
Alabama
$160K +$80.1K +1,444 +100%
JFA
200
JNBA Financial Advisors
Minnesota
$159K +$4.43K +80 +3%
6 7
8
9 10