iShares Core 60/40 Balanced Allocation ETF
40 hedge funds and large institutions have $47.7M invested in iShares Core 60/40 Balanced Allocation ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
14% more capital invested
Capital invested by funds: $41.8M → $47.7M (+$5.86M)
0.52% more ownership
Funds ownership: 15.29% → 15.81% (+0.52%)
2% less funds holding
Funds holding: 41 → 40 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.4M |
| 2 |
Citigroup
New York
|
+$1.14M |
| 3 |
Morgan Stanley
New York
|
+$785K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$670K |
| 5 |
LPL Financial
San Diego,
California
|
+$592K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$627K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$614K |
| 3 |
TAG
Tactical Allocation Group
Birmingham,
Michigan
|
-$335K |
| 4 |
ACM
Acertus Capital Management
Morristown,
New Jersey
|
-$265K |
| 5 |
MG
MDE Group
Morristown,
New Jersey
|
-$195K |
AOR Hedge Fund Activity: Q2 2014 in Review
40 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2014, worth a combined $47.7M — up 14% from $41.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AOR and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 19 added.
The largest buyer was BlackRock Institutional Trust, adding an estimated $1.4M. The largest seller was LBMC Investment Advisors, cutting an estimated $627K.
- 40 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2014, down from 41 in Q1 2014.
- Funds reported $47.7M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2014, up 14% quarter-over-quarter.
- 3 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2014 and 4 closed out, a net change of -1 holder.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2014 was BlackRock Institutional Trust, an estimated $1.4M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2014 was LBMC Investment Advisors, an estimated $627K sold.
Based on aggregated 13F filings for Q2 2014.