iShares Core 60/40 Balanced Allocation ETF
358 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 154 increasing their positions, 102 reducing their positions, and 28 closing their positions.
86% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 28
51% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 102
41% more capital invested
Capital invested by funds: $785M → $1.1B (+$319M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
8.87% more ownership
Funds ownership: 36.53% → 45.4% (+8.9%)
5% more funds holding
Funds holding: 342 → 358 (+16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$94.8M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$32.6M |
| 3 |
Morgan Stanley
New York
|
+$29.7M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$14.7M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$6.06M |
| 2 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$6.05M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.76M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$1.03M |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$903K |
AOR Hedge Fund Activity: Q4 2024 in Review
358 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2024, worth a combined $1.1B — up 41% from $785M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new AOR positions and 28 closed out — a net gain of 24 holders — while 154 added to existing stakes and 102 trimmed.
The largest buyer was Wells Fargo, adding an estimated $94.8M. The largest seller was GeoWealth Management, cutting an estimated $6.06M.
- 358 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2024, up from 342 in Q3 2024.
- Funds reported $1.1B of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2024, up 41% quarter-over-quarter.
- 52 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2024 and 28 closed out, a net change of +24 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2024 was Wells Fargo, an estimated $94.8M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2024 was GeoWealth Management, an estimated $6.06M sold.
Based on aggregated 13F filings for Q4 2024.