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iShares Core 60/40 Balanced Allocation ETF
AOR

137 hedge funds and large institutions have $356M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more funds holding

Funds holding: 118 → 137 (+19)

14% more capital invested

Capital invested by funds: $312M → $356M (+$44.1M)

0.73% more ownership

Funds ownership: 28.36% → 29.09% (+0.73%)

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
29
Increased
57
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$3.64M
2
VFP
Verus Financial Partners
Virginia
+$3.47M
3
Bank of America
Bank of America
North Carolina
+$2.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.95M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.41M

Top Sellers

1
SWPG
Strategic Wealth Partners Group
Illinois
-$5.83M
2
RIA
Regal Investment Advisors
Michigan
-$3.97M
3
HH
Hilltop Holdings
Texas
-$2.02M
4
Lido Advisors
Lido Advisors
California
-$1.26M
5
VWA
V Wealth Advisors
Kansas
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.65M +$275K +6,050 +11%
JWM
27
Jackson Wealth Management
Florida
$2.27M +$172K +3,783 +8%
AAS
28
Annex Advisory Services
Wisconsin
$2.17M +$40.2K +885 +2%
LFS
29
Legacy Financial Strategies
Kansas
$2.05M +$2.07M +45,562 New
WA
30
Waverly Advisors
Alabama
$1.82M +$328K +7,226 +22%
RCG
31
Ruggie Capital Group
Florida
$1.78M -$26.4K -582 -1%
CAN
32
Cetera Advisor Networks
California
$1.76M +$101K +2,219 +6%
AIP
33
Ahrens Investment Partners
Louisiana
$1.75M -$141K -3,100 -7%
BWA
34
Burt Wealth Advisors
Maryland
$1.65M -$71.9K -1,582 -4%
VF
35
Virtu Financial
New York
$1.62M +$1.32M +29,063 +420%
PWAG
36
Polaris Wealth Advisory Group
California
$1.51M +$23.5K +517 +2%
RJA
37
Raymond James & Associates
Florida
$1.46M +$902K +19,856 +157%
Citadel Advisors
38
Citadel Advisors
Florida
$1.4M +$1.41M +31,138 New
SFG
39
StrategIQ Financial Group
Indiana
$1.38M +$146K +3,206 +12%
SCM
40
Stonehearth Capital Management
Massachusetts
$1.34M +$24.8K +545 +2%
IA
41
IFP Advisors
Florida
$1.32M -$11.6K -256 -0.9%
NWM
42
Northwest Wealth Management
Iowa
$1.25M +$90.9K +2,001 +8%
BTS
43
BB&T Securities
Virginia
$1.16M +$50.5K +1,112 +4%
CA
44
Cetera Advisors
Colorado
$1.16M +$456K +10,028 +64%
AWM
45
AE Wealth Management
Kansas
$1.14M +$662K +14,572 +136%
EA
46
Efficient Advisors
Ohio
$1.09M -$29.7K -653 -3%
JWA
47
JFS Wealth Advisors
Pennsylvania
$1.09M +$30.2K +664 +3%
Goldman Sachs
48
Goldman Sachs
New York
$926K +$12.6K +277 +1%
ACS
49
Archford Capital Strategies
Illinois
$909K -$117K -2,575 -11%
AFP
50
Ausdal Financial Partners
Iowa
$815K +$2.41K +53 +0.3%
1
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3 4 5

AOR Hedge Fund Activity: Q4 2017 in Review

137 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2017, worth a combined $356M — up 14% from $312M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AOR positions and 9 closed out — a net gain of 20 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $3.64M. The largest seller was Strategic Wealth Partners Group, cutting an estimated $5.83M.

  • 137 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2017, up from 118 in Q3 2017.
  • Funds reported $356M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 29 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2017 and 9 closed out, a net change of +20 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2017 was Brookstone Capital Management, an estimated $3.64M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2017 was Strategic Wealth Partners Group, an estimated $5.83M sold.

Based on aggregated 13F filings for Q4 2017.