iShares Core 60/40 Balanced Allocation ETF
263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.
1,154% more capital invested
Capital invested by funds: $566M → $7.1B (+$6.53B)
85% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 67
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5.66% more ownership
Funds ownership: 27.06% → 32.73% (+5.7%)
2% more funds holding
Funds holding: 259 → 263 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$51.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.47M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.24M |
| 4 |
MSA
Marino Stram & Associates
Braintree,
Massachusetts
|
+$4.19M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$10.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.43M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$2.31M |
| 4 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
-$1.5M |
| 5 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$1.46M |
AOR Hedge Fund Activity: Q3 2021 in Review
263 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2021, worth a combined $7.1B — up 1,154% from $566M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new AOR positions and 19 closed out — a net gain of 9 holders — while 124 added to existing stakes and 67 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $51.6M. The largest seller was ARQ Wealth Advisors, exiting entirely with an estimated $10.7M sold.
- 263 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2021, up from 259 in Q2 2021.
- Funds reported $7.1B of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2021, up 1,154% quarter-over-quarter.
- 28 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2021 and 19 closed out, a net change of +9 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2021 was AE Wealth Management, an estimated $51.6M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2021 was ARQ Wealth Advisors, an estimated $10.7M sold.
Based on aggregated 13F filings for Q3 2021.