iShares Core 60/40 Balanced Allocation ETF
343 hedge funds and large institutions have $785M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 134 increasing their positions, 125 reducing their positions, and 20 closing their positions.
40% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 20
27% more capital inflows, than outflows
Capital inflows: $79.5M | Capital outflows: $62.5M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
1% more funds holding
Funds holding: 339 → 343 (+4)
7% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 125
0.34% more ownership
Funds ownership: 36.19% → 36.53% (+0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$34.7M |
| 2 |
GeoWealth Management
Chicago,
Illinois
|
+$5.61M |
| 3 |
Focus Financial Network
Minneapolis,
Minnesota
|
+$3.52M |
| 4 |
Richard Bernstein Advisors
New York
|
+$2.26M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$32.9M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$5.38M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.27M |
| 4 |
Lebenthal Global Advisors
Hauppauge,
New York
|
-$1.86M |
| 5 |
Retireful LLC
Haslett,
Michigan
|
-$1.74M |
AOR Hedge Fund Activity: Q3 2024 in Review
343 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2024, worth a combined $785M — up 5% from $747M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new AOR positions and 20 closed out — a net gain of 8 holders — while 134 added to existing stakes and 125 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $34.7M. The largest seller was Bank of America, cutting an estimated $32.9M.
- 343 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2024, up from 339 in Q2 2024.
- Funds reported $785M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2024, up 5% quarter-over-quarter.
- 28 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2024 and 20 closed out, a net change of +8 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $34.7M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2024 was Bank of America, an estimated $32.9M sold.
Based on aggregated 13F filings for Q3 2024.