We are live on ! Find out more
AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

118 hedge funds and large institutions have $312M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $285M → $312M (+$27.1M)

5% more funds holding

Funds holding: 112 → 118 (+6)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.22% less ownership

Funds ownership: 28.58% → 28.36% (-0.22%)

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
53
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.05M
2
Lido Advisors
Lido Advisors
California
+$2.94M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.43M
4
HH
Hilltop Holdings
Texas
+$1.99M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.36M

Top Sellers

1
SWPG
Strategic Wealth Partners Group
Illinois
-$810K
2
Jane Street
Jane Street
New York
-$572K
3
SF
Synovus Financial
Georgia
-$485K
4
CG
Colony Group
Massachusetts
-$368K
5
SFWA
Summit Financial Wealth Advisors
Louisiana
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
26
Hilltop Holdings
Texas
$2.02M +$1.99M +45,120 New
AIP
27
Ahrens Investment Partners
Louisiana
$1.88M -$200K -4,536 -10%
RCG
28
Ruggie Capital Group
Florida
$1.8M -$19.7K -447 -1%
BCM
29
Brookstone Capital Management
Illinois
$1.72M +$178K +4,024 +12%
BWA
30
Burt Wealth Advisors
Maryland
$1.72M +$70.2K +1,590 +4%
CAN
31
Cetera Advisor Networks
California
$1.65M -$3.66K -83 -0.2%
GFPC
32
Global Financial Private Capital
Florida
$1.6M +$471K +10,685 New
WA
33
Waverly Advisors
Alabama
$1.49M +$258K +5,840 +21%
PWAG
34
Polaris Wealth Advisory Group
California
$1.49M +$442K +10,006 +43%
IA
35
IFP Advisors
Florida
$1.33M +$139K +3,141 +12%
SCM
36
Stonehearth Capital Management
Massachusetts
$1.31M -$245K -5,553 -16%
SFG
37
StrategIQ Financial Group
Indiana
$1.24M +$113K +2,565 +10%
VWA
38
V Wealth Advisors
Kansas
$1.2M +$10.3K +234 +0.9%
NWM
39
Northwest Wealth Management
Iowa
$1.15M +$9.71K +220 +0.9%
EA
40
Efficient Advisors
Ohio
$1.12M -$15.3K -347 -1%
BTS
41
BB&T Securities
Virginia
$1.11M +$45.5K +1,032 +4%
JWA
42
JFS Wealth Advisors
Pennsylvania
$1.06M +$16.9K +382 +2%
ACS
43
Archford Capital Strategies
Illinois
$1.02M +$83.4K +1,891 +9%
PAG
44
Private Advisor Group
New Jersey
$1M +$154K +3,486 +18%
Goldman Sachs
45
Goldman Sachs
New York
$911K – – –
AFP
46
Ausdal Financial Partners
Iowa
$811K +$14K +317 +2%
BRM
47
Boston Research & Management
Massachusetts
$804K +$3.97K +90 +0.5%
WP
48
WealthPLAN Partners
Nebraska
$739K +$727K +16,483 New
CA
49
Cetera Advisors
Colorado
$707K +$68.3K +1,547 +11%
PA
50
Parallel Advisors
California
$677K +$66.9K +1,516 +11%
1
2
3 4 5

AOR Hedge Fund Activity: Q3 2017 in Review

118 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2017, worth a combined $312M — up 9.5% from $285M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AOR positions and 10 closed out — a net gain of 6 holders — while 53 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.05M. The largest seller was Strategic Wealth Partners Group, cutting an estimated $810K.

  • 118 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2017, up from 112 in Q2 2017.
  • Funds reported $312M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2017, up 9.5% quarter-over-quarter.
  • 16 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2017 and 10 closed out, a net change of +6 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2017 was LPL Financial, an estimated $3.05M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2017 was Strategic Wealth Partners Group, an estimated $810K sold.

Based on aggregated 13F filings for Q3 2017.