iShares Core 60/40 Balanced Allocation ETF
248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 closing their positions.
82% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 22
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more capital invested
Capital invested by funds: $492M → $556M (+$64.2M)
7% more funds holding
Funds holding: 232 → 248 (+16)
1.67% more ownership
Funds ownership: 30.77% → 32.44% (+1.7%)
15% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$44.3M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$8.86M |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$4.33M |
| 4 |
CA
Calton & Associates
Tampa,
Florida
|
+$3.06M |
| 5 |
LHC
Little House Capital
Braintree,
Massachusetts
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.7M |
| 2 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$3.43M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$3.31M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$2.17M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.81M |
AOR Hedge Fund Activity: Q1 2021 in Review
248 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2021, worth a combined $556M — up 13% from $492M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new AOR positions and 22 closed out — a net gain of 18 holders — while 75 added to existing stakes and 88 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $44.3M. The largest seller was Wells Fargo, cutting an estimated $9.7M.
- 248 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2021, up from 232 in Q4 2020.
- Funds reported $556M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2021, up 13% quarter-over-quarter.
- 40 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2021 and 22 closed out, a net change of +18 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2021 was AE Wealth Management, an estimated $44.3M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2021 was Wells Fargo, an estimated $9.7M sold.
Based on aggregated 13F filings for Q1 2021.