iShares Core 60/40 Balanced Allocation ETF
298 hedge funds and large institutions have $613M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 20 closing their positions.
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
25% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 95
3% more funds holding
Funds holding: 288 → 298 (+10)
1.05% more ownership
Funds ownership: 31.92% → 32.97% (+1.1%)
2% more capital invested
Capital invested by funds: $603M → $613M (+$10.8M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
+$13.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.14M |
| 3 |
Morgan Stanley
New York
|
+$5.45M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.01M |
| 5 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$7.43M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.38M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.96M |
| 4 |
RL
Retireful LLC
Haslett,
Michigan
|
-$2.43M |
| 5 |
BlackRock
New York
|
-$1.61M |
AOR Hedge Fund Activity: Q3 2023 in Review
298 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2023, worth a combined $613M — up 1.8% from $603M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AOR positions and 20 closed out — a net gain of 13 holders — while 119 added to existing stakes and 95 trimmed.
The largest buyer was Richard Bernstein Advisors, adding an estimated $13.8M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $7.43M sold.
- 298 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2023, up from 288 in Q2 2023.
- Funds reported $613M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2023, up 1.8% quarter-over-quarter.
- 33 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2023 and 20 closed out, a net change of +13 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2023 was Richard Bernstein Advisors, an estimated $13.8M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2023 was BlueCrest Capital Management, an estimated $7.43M sold.
Based on aggregated 13F filings for Q3 2023.