iShares Core 60/40 Balanced Allocation ETF
356 hedge funds and large institutions have $865M invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 143 reducing their positions, and 29 closing their positions.
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
1% less funds holding
Funds holding: 360 → 356 (-4)
6.25% less ownership
Funds ownership: 45.4% → 39.15% (-6.3%)
21% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 143
76% less capital inflows, than outflows
Capital inflows: $72.4M | Capital outflows: $297M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
+$17.3M |
| 2 |
Eight 31 Financial
Midland,
Texas
|
+$5.51M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.9M |
| 4 |
HighPoint Advisor Group
Downers Grove,
Illinois
|
+$3.96M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$94.1M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$54.1M |
| 3 |
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
356 of the 7,487 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 $865M — down 22% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AOR positions and 29 closed out — a net gain of 4 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.
- 356 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2025, down from 360 in Q4 2024.
- Funds reported $865M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2025, down 22% quarter-over-quarter.
- 33 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2025 and 29 closed out, a net change of +4 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.