iShares Core 60/40 Balanced Allocation ETF
427 hedge funds and large institutions have $1.29B invested in iShares Core 60/40 Balanced Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 189 increasing their positions, 115 reducing their positions, and 27 closing their positions.
167% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 27
64% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 115
25% more capital invested
Capital invested by funds: $1.03B → $1.29B (+$255M)
10% more funds holding
Funds holding: 389 → 427 (+38)
4.05% more ownership
Funds ownership: 37.14% → 41.19% (+4.1%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$49.9M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$34.5M |
| 3 |
Barclays
London,
United Kingdom
|
+$27.2M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$21.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$18.9M |
| 2 |
TI
TTP Investments
San Jose,
California
|
-$10.7M |
| 3 |
CWA
Centerline Wealth Advisors
Louisville,
Kentucky
|
-$8.13M |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$5.83M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.09M |
AOR Hedge Fund Activity: Q4 2025 in Review
427 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2025, worth a combined $1.29B — up 25% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new AOR positions and 27 closed out — a net gain of 45 holders — while 189 added to existing stakes and 115 trimmed.
The largest buyer was Wells Fargo, adding an estimated $49.9M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $18.9M sold.
- 427 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2025, up from 389 in Q3 2025.
- Funds reported $1.29B of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2025, up 25% quarter-over-quarter.
- 72 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2025 and 27 closed out, a net change of +45 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2025 was Wells Fargo, an estimated $49.9M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2025.