iShares Core 60/40 Balanced Allocation ETF
33 hedge funds and large institutions have $30M invested in iShares Core 60/40 Balanced Allocation ETF in 2013 Q2 according to their latest regulatory filings, with 33 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
14.84% more ownership
Funds ownership: 0% → 14.84% (+15%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
26
Partnervest Advisory Services
Santa Barbara,
California
| $149K | +$151K | +4,210 | New |
|
27
Creative Planning
Overland Park,
Kansas
| $114K | +$116K | +3,222 | New |
|
|
SFS
28
Signator Financial Services
Boston,
Massachusetts
| $74K | +$74.7K | +2,075 | New |
|
29
Citigroup
New York
| $59K | +$59.9K | +1,665 | New |
|
|
WA
30
WFG Advisors
Dallas,
Texas
| $27K | +$27K | +750 | New |
|
|
AA
31
AlphaMark Advisors
Ft. Wright,
Kentucky
| $17K | +$16.8K | +468 | New |
|
|
PWAG
32
Polaris Wealth Advisory Group
San Rafael,
California
| $16.1K | +$16.3K | +454 | New |
|
|
PFO
33
Pathstone Family Office
Englewood,
New Jersey
| $3K | +$2.88K | +80 | New |
|
AOR Hedge Fund Activity: Q2 2013 in Review
33 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2013, worth a combined $30M.
Buyers outnumbered sellers: 33 funds opened new AOR positions and 0 closed out — a net gain of 33 holders — while 0 added to existing stakes and 0 trimmed.
- 33 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2013, up from 0 in Q1 2013.
- Funds reported $30M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2013.
- 33 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2013 and 0 closed out, a net change of +33 holders.
Based on aggregated 13F filings for Q2 2013.