Richard Bernstein Advisors LLC Has $37.53 Million Stock Holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR)

Richard Bernstein Advisors LLC boosted its holdings in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 573.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 654,691 shares of the company’s stock after purchasing an additional 557,502 shares during the quarter. iShares Core 60/40 Balanced Allocation ETF comprises approximately 0.9% of Richard Bernstein Advisors LLC’s holdings, making the stock its 26th largest position. Richard Bernstein Advisors LLC owned about 1.81% of iShares Core 60/40 Balanced Allocation ETF worth $37,527,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in AOR. Midwest Capital Advisors LLC acquired a new position in shares of iShares Core 60/40 Balanced Allocation ETF during the fourth quarter worth approximately $29,000. Hobbs Group Advisors LLC acquired a new position in iShares Core 60/40 Balanced Allocation ETF during the 3rd quarter valued at $32,000. Synergy Asset Management LLC acquired a new position in iShares Core 60/40 Balanced Allocation ETF during the 4th quarter valued at $37,000. Comprehensive Financial Planning Inc. PA bought a new stake in iShares Core 60/40 Balanced Allocation ETF in the 4th quarter valued at $39,000. Finally, Highline Wealth Partners LLC acquired a new stake in iShares Core 60/40 Balanced Allocation ETF in the 3rd quarter worth $41,000.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

Shares of AOR opened at $58.84 on Wednesday. The company has a 50-day simple moving average of $58.15 and a 200-day simple moving average of $58.34. iShares Core 60/40 Balanced Allocation ETF has a 52 week low of $53.25 and a 52 week high of $59.77. The firm has a market capitalization of $2.26 billion, a P/E ratio of 21.34 and a beta of 0.64.

iShares Core 60/40 Balanced Allocation ETF Profile

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.