iShares Core 60/40 Balanced Allocation ETF
288 hedge funds and large institutions have $603M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 29 closing their positions.
2% more capital invested
Capital invested by funds: $589M → $603M (+$13.3M)
1% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 106
0.33% more ownership
Funds ownership: 31.59% → 31.92% (+0.33%)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
2% less funds holding
Funds holding: 293 → 288 (-5)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Consilium Wealth Advisory
Richardson,
Texas
|
+$8.57M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$7.14M |
| 3 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$5.48M |
| 4 |
RL
Retireful LLC
Haslett,
Michigan
|
+$2.38M |
| 5 |
PCMM
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.57M |
| 2 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
-$4.97M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.19M |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
-$2.8M |
| 5 |
Jane Street
New York
|
-$2.76M |
AOR Hedge Fund Activity: Q2 2023 in Review
288 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2023, worth a combined $603M — up 2.2% from $589M a quarter earlier.
Fund positioning in AOR was balanced in Q2 2023: 29 funds opened new positions, 29 closed out, 107 added to existing stakes and 106 trimmed.
The largest buyer was Consilium Wealth Advisory, adding an estimated $8.57M. The largest seller was Morgan Stanley, cutting an estimated $5.57M.
- 288 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2023, down from 293 in Q1 2023.
- Funds reported $603M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2023, up 2.2% quarter-over-quarter.
- 29 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2023 and 29 closed out, a net change of 0 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2023 was Consilium Wealth Advisory, an estimated $8.57M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2023 was Morgan Stanley, an estimated $5.57M sold.
Based on aggregated 13F filings for Q2 2023.