iShares Core 60/40 Balanced Allocation ETF
338 hedge funds and large institutions have $747M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 107 increasing their positions, 129 reducing their positions, and 21 closing their positions.
95% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 21
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
4% more funds holding
Funds holding: 326 → 338 (+12)
0% less capital invested
Capital invested by funds: $749M → $747M (-$2.09M)
2.5% less ownership
Funds ownership: 38.68% → 36.19% (-2.5%)
17% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$16.9M |
| 2 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
+$10.3M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$9.31M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$8.96M |
| 5 |
JP Morgan Chase
New York
|
+$3.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$64.7M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$9.02M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.81M |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
-$5.01M |
| 5 |
AssetMark Inc
Concord,
California
|
-$4.37M |
AOR Hedge Fund Activity: Q2 2024 in Review
338 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2024, worth a combined $747M — down 0.28% from $749M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new AOR positions and 21 closed out — a net gain of 20 holders — while 107 added to existing stakes and 129 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $16.9M. The largest seller was Global Assets Advisory, cutting an estimated $64.7M.
- 338 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2024, up from 326 in Q1 2024.
- Funds reported $747M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2024, down 0.28% quarter-over-quarter.
- 41 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2024 and 21 closed out, a net change of +20 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $16.9M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2024 was Global Assets Advisory, an estimated $64.7M sold.
Based on aggregated 13F filings for Q2 2024.