iShares Core 60/40 Balanced Allocation ETF
272 hedge funds and large institutions have $752M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 35 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
6.46% more ownership
Funds ownership: 32.75% → 39.21% (+6.5%)
9% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 95
4% less funds holding
Funds holding: 283 → 272 (-11)
31% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 35
94% less capital invested
Capital invested by funds: $13.3B → $752M (-$12.6B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$59.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$25.5M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$17.8M |
| 4 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$16.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$7.97M |
| 2 |
Jane Street
New York
|
-$5.42M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$5.09M |
| 4 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$5.08M |
| 5 |
CWA
Consilium Wealth Advisory
Richardson,
Texas
|
-$3.59M |
AOR Hedge Fund Activity: Q2 2022 in Review
272 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2022, worth a combined $752M — down 94% from $13.3B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of AOR and 24 opened new positions — a net loss of 11 holders — while 95 trimmed existing stakes and 104 added.
The largest buyer was Aspiriant LLC, adding an estimated $59.2M. The largest seller was Strategic Wealth Partners Group, cutting an estimated $7.97M.
- 272 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2022, down from 283 in Q1 2022.
- Funds reported $752M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2022, down 94% quarter-over-quarter.
- 24 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2022 and 35 closed out, a net change of -11 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2022 was Aspiriant LLC, an estimated $59.2M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2022 was Strategic Wealth Partners Group, an estimated $7.97M sold.
Based on aggregated 13F filings for Q2 2022.