iShares Core 60/40 Balanced Allocation ETF
352 hedge funds and large institutions have $861M invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 143 reducing their positions, and 29 closing their positions.
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
2% less funds holding
Funds holding: 358 → 352 (-6)
6.43% less ownership
Funds ownership: 45.4% → 38.97% (-6.4%)
21% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 143
22% less capital invested
Capital invested by funds: $1.1B → $861M (-$243M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IIC
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
+$17.3M |
| 2 |
E3F
Eight 31 Financial
Midland,
Texas
|
+$5.51M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.9M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.06M |
| 5 |
JSA
Jim Saulnier & Associates
Fort Collins,
Colorado
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$94.1M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$54.1M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$31.8M |
| 4 |
Morgan Stanley
New York
|
-$18.2M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$17.4M |
AOR Hedge Fund Activity: Q1 2025 in Review
352 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2025, worth a combined $861M — down 22% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AOR positions and 29 closed out — a net gain of 2 holders — while 113 added to existing stakes and 143 trimmed.
The largest buyer was Integrated Investment Consultants, opening a new position worth an estimated $17.3M. The largest seller was Wells Fargo, cutting an estimated $94.1M.
- 352 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2025, down from 358 in Q4 2024.
- Funds reported $861M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2025, down 22% quarter-over-quarter.
- 31 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2025 and 29 closed out, a net change of +2 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2025 was Integrated Investment Consultants, an estimated $17.3M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2025 was Wells Fargo, an estimated $94.1M sold.
Based on aggregated 13F filings for Q1 2025.