iShares Core 60/40 Balanced Allocation ETF
293 hedge funds and large institutions have $589M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 136 reducing their positions, and 46 closing their positions.
8% less funds holding
Funds holding: 318 → 293 (-25)
16.7% less ownership
Funds ownership: 48.29% → 31.59% (-17%)
26% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 46
51% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 136
53% less capital invested
Capital invested by funds: $1.25B → $589M (-$660M)
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.04M |
| 2 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$1.75M |
| 3 |
HF
HRT Financial
New York
|
+$1.73M |
| 4 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$636K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$617K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$304M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$97.8M |
| 3 |
Morgan Stanley
New York
|
-$35.5M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$24.8M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$24.6M |
AOR Hedge Fund Activity: Q1 2023 in Review
293 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2023, worth a combined $589M — down 53% from $1.25B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of AOR and 34 opened new positions — a net loss of 12 holders — while 136 trimmed existing stakes and 67 added.
The largest buyer was Jane Street, adding an estimated $2.04M. The largest seller was Wells Fargo, cutting an estimated $304M.
- 293 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2023, down from 318 in Q4 2022.
- Funds reported $589M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2023, down 53% quarter-over-quarter.
- 34 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2023 and 46 closed out, a net change of -12 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2023 was Jane Street, an estimated $2.04M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2023 was Wells Fargo, an estimated $304M sold.
Based on aggregated 13F filings for Q1 2023.