iShares Core 60/40 Balanced Allocation ETF
339 hedge funds and large institutions have $995M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 12 closing their positions.
358% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 12
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
62% more capital invested
Capital invested by funds: $613M → $995M (+$381M)
25% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 103
14% more funds holding
Funds holding: 298 → 339 (+41)
11.24% more ownership
Funds ownership: 32.97% → 44.22% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$88.6M |
| 2 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$50.3M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$47.4M |
| 4 |
Morgan Stanley
New York
|
+$35.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
-$10.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.95M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.41M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$2.86M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.45M |
AOR Hedge Fund Activity: Q4 2023 in Review
339 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2023, worth a combined $995M — up 62% from $613M a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AOR positions and 12 closed out — a net gain of 43 holders — while 129 added to existing stakes and 103 trimmed.
The largest buyer was Wells Fargo, adding an estimated $88.6M. The largest seller was Richard Bernstein Advisors, cutting an estimated $10.2M.
- 339 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2023, up from 298 in Q3 2023.
- Funds reported $995M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2023, up 62% quarter-over-quarter.
- 55 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2023 and 12 closed out, a net change of +43 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2023 was Wells Fargo, an estimated $88.6M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2023 was Richard Bernstein Advisors, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2023.