iShares Core 60/40 Balanced Allocation ETF
326 hedge funds and large institutions have $749M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 37 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
4% less funds holding
Funds holding: 339 → 326 (-13)
5.54% less ownership
Funds ownership: 44.22% → 38.68% (-5.5%)
15% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 129
22% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 37
25% less capital invested
Capital invested by funds: $995M → $749M (-$246M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$63.1M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$12.9M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$3.22M |
| 4 |
AssetMark Inc
Concord,
California
|
+$3.11M |
| 5 |
RL
Retireful LLC
Haslett,
Michigan
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$108M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$53.8M |
| 3 |
Morgan Stanley
New York
|
-$38.8M |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$20.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19M |
AOR Hedge Fund Activity: Q1 2024 in Review
326 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2024, worth a combined $749M — down 25% from $995M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of AOR and 29 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 110 added.
The largest buyer was Global Assets Advisory, adding an estimated $63.1M. The largest seller was Wells Fargo, cutting an estimated $108M.
- 326 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2024, down from 339 in Q4 2023.
- Funds reported $749M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2024, down 25% quarter-over-quarter.
- 29 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2024 and 37 closed out, a net change of -8 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $63.1M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2024 was Wells Fargo, an estimated $108M sold.
Based on aggregated 13F filings for Q1 2024.