iShares Core 60/40 Balanced Allocation ETF
319 hedge funds and large institutions have $1.25B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 13 closing their positions.
515% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 13
81% more capital invested
Capital invested by funds: $690M → $1.25B (+$559M)
36% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 85
24% more funds holding
Funds holding: 258 → 319 (+61)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
8.9% more ownership
Funds ownership: 39.39% → 48.29% (+8.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$267M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$70.5M |
| 3 |
Morgan Stanley
New York
|
+$30.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$24.7M |
| 5 |
AT
Arden Trust
Wilmington,
Delaware
|
+$24.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$52.5M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$52M |
| 3 |
BIA
Bell Investment Advisors
Oakland,
California
|
-$10.1M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$2.87M |
| 5 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$1.82M |
AOR Hedge Fund Activity: Q4 2022 in Review
319 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2022, worth a combined $1.25B — up 81% from $690M a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new AOR positions and 13 closed out — a net gain of 67 holders — while 116 added to existing stakes and 85 trimmed.
The largest buyer was Wells Fargo, adding an estimated $267M. The largest seller was Halbert Hargrove Global Advisors, exiting entirely with an estimated $52.5M sold.
- 319 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2022, up from 258 in Q3 2022.
- Funds reported $1.25B of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2022, up 81% quarter-over-quarter.
- 80 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2022 and 13 closed out, a net change of +67 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2022 was Wells Fargo, an estimated $267M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2022 was Halbert Hargrove Global Advisors, an estimated $52.5M sold.
Based on aggregated 13F filings for Q4 2022.