iShares Core 60/40 Balanced Allocation ETF
390 hedge funds and large institutions have $1.03B invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 155 increasing their positions, 132 reducing their positions, and 22 closing their positions.
123% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 22
61% more capital inflows, than outflows
Capital inflows: $110M | Capital outflows: $68.4M
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
17% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 132
6% more funds holding
Funds holding: 369 → 390 (+21)
1.55% less ownership
Funds ownership: 38.69% → 37.14% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Madrid Financial Services
Manhattan Beach,
California
|
+$17M |
| 2 |
Worth Asset Management
Dallas,
Texas
|
+$16.1M |
| 3 |
TTP Investments
San Jose,
California
|
+$10.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.12M |
| 5 |
Hanover Advisors
Seneca,
South Carolina
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$6.83M |
| 2 |
NBT Bank
Norwich,
New York
|
-$6.18M |
| 3 |
Elevation Capital Advisory
Bend,
Oregon
|
-$6.09M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.35M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.61M |
AOR Hedge Fund Activity: Q3 2025 in Review
390 of the 7,652 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2025, worth a combined $1.03B — up 9.1% from $946M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new AOR positions and 22 closed out — a net gain of 27 holders — while 155 added to existing stakes and 132 trimmed.
The largest buyer was Madrid Financial Services, opening a new position worth an estimated $17M. The largest seller was JP Morgan Chase, cutting an estimated $6.83M.
- 390 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2025, up from 369 in Q2 2025.
- Funds reported $1.03B of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2025, up 9.1% quarter-over-quarter.
- 49 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2025 and 22 closed out, a net change of +27 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2025 was Madrid Financial Services, an estimated $17M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2025 was JP Morgan Chase, an estimated $6.83M sold.
Based on aggregated 13F filings for Q3 2025.