iShares Core 60/40 Balanced Allocation ETF
258 hedge funds and large institutions have $689M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 36 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 87
0.18% more ownership
Funds ownership: 39.21% → 39.39% (+0.18%)
5% less funds holding
Funds holding: 272 → 258 (-14)
8% less capital invested
Capital invested by funds: $752M → $689M (-$63M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
33% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$19.1M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.23M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$8.48M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.71M |
| 5 |
CWA
Consilium Wealth Advisory
Richardson,
Texas
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$11.6M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$8.22M |
| 3 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
-$7.49M |
| 4 |
PA
Paragon Advisors
College Station,
Texas
|
-$5.09M |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
-$3.52M |
AOR Hedge Fund Activity: Q3 2022 in Review
258 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2022, worth a combined $689M — down 8.4% from $752M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of AOR and 24 opened new positions — a net loss of 12 holders — while 87 trimmed existing stakes and 100 added.
The largest buyer was Aspiriant LLC, adding an estimated $19.1M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $11.6M.
- 258 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2022, down from 272 in Q2 2022.
- Funds reported $689M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2022, down 8.4% quarter-over-quarter.
- 24 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2022 and 36 closed out, a net change of -12 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2022 was Aspiriant LLC, an estimated $19.1M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q3 2022.