AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

Overview Fund Activity

288 hedge funds and large institutions have $603M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 29 closing their positions.

Holders
288
Holders Change
-5
Holders Change %
-1.71%
% of All Funds
4.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
107
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Consilium Wealth Advisory
Texas
$15.5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.72M
3
BCM
3
BlueCrest Capital Management
Jersey
$7.43M
4
RL
4
Retireful LLC
Michigan
$2.43M
5
PCM
5
Piedmont Capital Management
Montana
$1.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
WQ
2
Wealth Quarterback
New Jersey
$0
3
Wells Fargo
3
Wells Fargo
California
$28.4M
4
RBA
4
Richard Bernstein Advisors
New York
$5.44M
5
Jane Street
5
Jane Street
New York
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFS
201
Weitzel Financial Services
Iowa
$226K +$18K +350 +9%
CCFM
202
Clear Creek Financial Management
Washington
$226K +$17.5K +341 +8%
CCA
203
Cora Capital Advisors
New Jersey
$224K -$28.6K -556 -11%
BJL
204
Brighton Jones LLC
Washington
$223K -$18.8K -365 -8%
CCWM
205
Cassaday & Co Wealth Management
Virginia
$220K +$309 +6 +0.1%
TSWM
206
Tyler-Stone Wealth Management
Ohio
$217K +$217K +4,227 New
NCM
207
Narwhal Capital Management
Georgia
$216K – – –
MFGP
208
Marshall Financial Group (Pennsylvania)
Pennsylvania
$216K -$1.34K -26 -0.6%
PWM
209
Perigon Wealth Management
California
$212K – – –
ADL
210
Asset Dedication LLC
California
$211K – – –
SM
211
Sensible Money
Arizona
$211K – – –
CF
212
Centaurus Financial
California
$210K -$19.2K -373 -8%
CWM
213
Chesapeake Wealth Management
Virginia
$204K +$204K +3,960 New
WWM
214
Wolff Wiese Magana
California
$203K -$25.5K -495 -11%
AFG
215
AFS Financial Group
Maryland
$200K +$200K +3,894 New
SS
216
Sunbelt Securities
Texas
$199K – – –
CPG
217
Cornerstone Planning Group
New Jersey
$198K +$198K +3,846 New
NL
218
NVWM LLC
Pennsylvania
$185K +$12.3K +240 +7%
TF
219
TimeScale Financial
Massachusetts
$177K +$8.69K +169 +5%
PA
220
Parallel Advisors
California
$143K -$1.8K -35 -1%
CWM
221
CarsonAllaria Wealth Management
Illinois
$141K +$10.8K +210 +8%
CFGS
222
Concourse Financial Group Securities
Alabama
$128K +$31.9K +620 +33%
JFA
223
JNBA Financial Advisors
Minnesota
$119K -$10.8K -210 -8%
RIA
224
Realta Investment Advisors
Delaware
$113K +$113K +2,192 New
SWM
225
Spire Wealth Management
Virginia
$111K +$14K +272 +14%
7 8
9
10 11