iShares Core 60/40 Balanced Allocation ETF
37 hedge funds and large institutions have $21.2M invested in iShares Core 60/40 Balanced Allocation ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
12% more funds holding
Funds holding: 33 → 37 (+4)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
5.02% less ownership
Funds ownership: 14.84% → 9.82% (-5%)
29% less capital invested
Capital invested by funds: $30M → $21.2M (-$8.76M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$606K |
| 2 |
PI
Placemark Investments
Chicago,
Illinois
|
+$447K |
| 3 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$334K |
| 4 |
Goldman Sachs
New York
|
+$228K |
| 5 |
DFIM
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.52M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.86M |
| 3 |
LPL Financial
San Diego,
California
|
-$332K |
| 4 |
SIA
Spruce Investment Advisors
Stamford,
Connecticut
|
-$317K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$210K |
AOR Hedge Fund Activity: Q3 2013 in Review
37 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2013, worth a combined $21.2M — down 29% from $30M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AOR positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $606K. The largest seller was Wells Fargo, cutting an estimated $9.52M.
- 37 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2013, up from 33 in Q2 2013.
- Funds reported $21.2M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2013, down 29% quarter-over-quarter.
- 7 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2013 and 3 closed out, a net change of +4 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2013 was Cetera Advisor Networks, an estimated $606K added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2013 was Wells Fargo, an estimated $9.52M sold.
Based on aggregated 13F filings for Q3 2013.