iShares Core 60/40 Balanced Allocation ETF
368 hedge funds and large institutions have $946M invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 128 reducing their positions, and 15 closing their positions.
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
46% more capital inflows, than outflows
Capital inflows: $93.7M | Capital outflows: $64.3M
18% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 128
4% more funds holding
Funds holding: 353 → 368 (+15)
0.29% less ownership
Funds ownership: 38.97% → 38.69% (-0.29%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Worth Asset Management
Dallas,
Texas
|
+$22.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.23M |
| 3 |
Elevation Capital Advisory
Bend,
Oregon
|
+$5.78M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.4M |
| 5 |
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
+$4.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
One Capital Management
Westlake Village,
California
|
-$8.94M |
| 2 |
Lebenthal Global Advisors
Hauppauge,
New York
|
-$6.93M |
| 3 |
Centerline Wealth Advisors
Louisville,
Kentucky
|
-$5.96M |
| 4 |
Richard Bernstein Advisors
New York
|
-$5.75M |
| 5 |
Morgan Stanley
New York
|
-$5.75M |
AOR Hedge Fund Activity: Q2 2025 in Review
368 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2025, worth a combined $946M — up 9.8% from $861M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AOR positions and 15 closed out — a net gain of 18 holders — while 151 added to existing stakes and 128 trimmed.
The largest buyer was Worth Asset Management, opening a new position worth an estimated $22.3M. The largest seller was One Capital Management, cutting an estimated $8.94M.
- 368 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2025, up from 353 in Q1 2025.
- Funds reported $946M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2025, up 9.8% quarter-over-quarter.
- 33 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2025 and 15 closed out, a net change of +18 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2025 was Worth Asset Management, an estimated $22.3M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2025 was One Capital Management, an estimated $8.94M sold.
Based on aggregated 13F filings for Q2 2025.