iShares Core 60/40 Balanced Allocation ETF
282 hedge funds and large institutions have $668M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 93 reducing their positions, and 32 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 93
5% less funds holding
Funds holding: 296 → 282 (-14)
5.24% less ownership
Funds ownership: 37.8% → 32.56% (-5.2%)
19% less capital invested
Capital invested by funds: $827M → $668M (-$159M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
31% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$50M |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$7.34M |
| 3 |
Jane Street
New York
|
+$6.26M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.14M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$68.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$19.9M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$18.6M |
| 4 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
-$17.7M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$9.26M |
AOR Hedge Fund Activity: Q1 2022 in Review
282 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2022, worth a combined $668M — down 19% from $827M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of AOR and 22 opened new positions — a net loss of 10 holders — while 93 trimmed existing stakes and 110 added.
The largest buyer was Halbert Hargrove Global Advisors, opening a new position worth an estimated $50M. The largest seller was Wells Fargo, cutting an estimated $68.1M.
- 282 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2022, down from 296 in Q4 2021.
- Funds reported $668M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2022, down 19% quarter-over-quarter.
- 22 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2022 and 32 closed out, a net change of -10 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2022 was Halbert Hargrove Global Advisors, an estimated $50M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2022 was Wells Fargo, an estimated $68.1M sold.
Based on aggregated 13F filings for Q1 2022.