Worth Asset Management LLC raised its stake in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 5.2% in the fourth quarter, Holdings Channel reports. The fund owned 670,703 shares of the company’s stock after purchasing an additional 32,939 shares during the quarter. iShares Core 60/40 Balanced Allocation ETF accounts for approximately 18.5% of Worth Asset Management LLC’s investment portfolio, making the stock its largest holding. Worth Asset Management LLC’s holdings in iShares Core 60/40 Balanced Allocation ETF were worth $43,602,000 at the end of the most recent reporting period.
Other hedge funds also recently made changes to their positions in the company. Ferguson Wellman Capital Management Inc. acquired a new position in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter worth approximately $223,000. Ransom Advisory Ltd acquired a new stake in iShares Core 60/40 Balanced Allocation ETF in the fourth quarter valued at approximately $65,000. Strategic Advocates LLC boosted its position in iShares Core 60/40 Balanced Allocation ETF by 2.6% in the third quarter. Strategic Advocates LLC now owns 8,244 shares of the company’s stock valued at $531,000 after buying an additional 205 shares in the last quarter. Integrated Investment Consultants LLC grew its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 4.7% during the third quarter. Integrated Investment Consultants LLC now owns 384,902 shares of the company’s stock worth $24,780,000 after buying an additional 17,304 shares during the last quarter. Finally, United Capital Financial Advisors LLC grew its stake in shares of iShares Core 60/40 Balanced Allocation ETF by 2.6% during the third quarter. United Capital Financial Advisors LLC now owns 19,976 shares of the company’s stock worth $1,286,000 after buying an additional 511 shares during the last quarter.
iShares Core 60/40 Balanced Allocation ETF Stock Performance
Shares of NYSEARCA:AOR opened at $63.12 on Friday. iShares Core 60/40 Balanced Allocation ETF has a 52-week low of $52.97 and a 52-week high of $67.71. The company has a market capitalization of $3.03 billion, a PE ratio of 19.83 and a beta of 0.65. The company has a fifty day moving average of $66.04 and a 200-day moving average of $65.29.
About iShares Core 60/40 Balanced Allocation ETF
iShares Growth Allocation ETF, formerly iShares S&P Growth Allocation Fund (the Fund), is an open-end management investment company. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Growth Index (the Growth Allocation Index). The Growth Allocation Index seeks to measure the performance of an asset allocation strategy targeted to a growth-focused risk profile. The Fund is designed for investors seeking moderate capital appreciation and opportunity for current income and capital preservation.
See Also
Want to see what other hedge funds are holding AOR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report).
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