iShares Core 60/40 Balanced Allocation ETF
296 hedge funds and large institutions have $827M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 125 increasing their positions, 69 reducing their positions, and 18 closing their positions.
211% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 18
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
81% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 69
30% more capital invested
Capital invested by funds: $635M → $827M (+$193M)
13% more funds holding
Funds holding: 263 → 296 (+33)
5.07% more ownership
Funds ownership: 32.73% → 37.8% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$83.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$22.7M |
| 3 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$18.4M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$16.4M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$51.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.66M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$3.09M |
| 4 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$2.71M |
| 5 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$2.05M |
AOR Hedge Fund Activity: Q4 2021 in Review
296 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2021, worth a combined $827M — up 30% from $635M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new AOR positions and 18 closed out — a net gain of 38 holders — while 125 added to existing stakes and 69 trimmed.
The largest buyer was Wells Fargo, adding an estimated $83.3M. The largest seller was AE Wealth Management, cutting an estimated $51.7M.
- 296 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2021, up from 263 in Q3 2021.
- Funds reported $827M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2021, up 30% quarter-over-quarter.
- 56 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2021 and 18 closed out, a net change of +38 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2021 was Wells Fargo, an estimated $83.3M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2021 was AE Wealth Management, an estimated $51.7M sold.
Based on aggregated 13F filings for Q4 2021.