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iShares Core 60/40 Balanced Allocation ETF
AOR

169 hedge funds and large institutions have $588M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

49% more capital invested

Capital invested by funds: $395M → $588M (+$193M)

46% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 41

15.39% more ownership

Funds ownership: 31% → 46.4% (+15%)

8% more funds holding

Funds holding: 156 → 169 (+13)

Holders
169
Holders Change
+13
Holders Change %
+8.33%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
44
Increased
60
Reduced
41
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$77.9M
2
Bank of America
Bank of America
North Carolina
+$66.4M
3
RJA
Raymond James & Associates
Florida
+$36.3M
4
SWPG
Strategic Wealth Partners Group
Illinois
+$33.3M
5
PPA
Parametric Portfolio Associates
Washington
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$12M
2
Jane Street
Jane Street
New York
-$4.48M
3
LPL Financial
LPL Financial
California
-$4.39M
4
HighTower Advisors
HighTower Advisors
Illinois
-$2.32M
5
JWM
Jackson Wealth Management
Florida
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
26
LBMC Investment Advisors
Tennessee
$3.48M +$361K +8,425 +11%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.94M +$2.7M +63,038 +783%
SFG
28
Sage Financial Group
Pennsylvania
$2.94M +$3.04M +71,043 New
Stifel Financial
29
Stifel Financial
Missouri
$2.82M +$1.72M +40,111 +143%
M&T Bank
30
M&T Bank
New York
$2.59M +$2.68M +62,711 New
WA
31
WestEnd Advisors
North Carolina
$2.55M +$2.51M +58,718 +1,898%
WA
32
Waverly Advisors
Alabama
$2.49M +$25.4K +593 +1%
SWP
33
Stratos Wealth Partners
Ohio
$2.48M +$2.2M +51,286 +591%
BWA
34
Burt Wealth Advisors
Maryland
$2.41M +$917K +21,432 +58%
NG
35
Northstar Group
New York
$2.39M -$390K -9,118 -13%
AAS
36
Annex Advisory Services
Wisconsin
$2.2M +$130K +3,032 +6%
GFPC
37
Global Financial Private Capital
Florida
$2.07M +$800K +18,692 +84%
PWAG
38
Polaris Wealth Advisory Group
California
$2.02M +$815K +19,029 +64%
PAG
39
Private Advisor Group
New Jersey
$2M +$485K +11,338 +31%
SF
40
Summit Financial
New Jersey
$1.94M +$2.02M +47,079 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.8M +$1.87M +43,669 New
CAN
42
Cetera Advisor Networks
California
$1.63M +$41K +958 +2%
VWM
43
Venturi Wealth Management
Texas
$1.62M +$1.69M +39,538 New
SFG
44
StrategIQ Financial Group
Indiana
$1.6M +$88K +2,056 +6%
NWM
45
Northwest Wealth Management
Iowa
$1.58M +$247K +5,764 +18%
BCM
46
Brookstone Capital Management
Illinois
$1.46M -$1.63M -38,147 -52%
AG
47
Advisor Group
Arizona
$1.45M +$416K +9,726 +38%
CWM
48
Cahaba Wealth Management
Georgia
$1.41M +$1.46M +34,141 New
RWM
49
Reston Wealth Management
Virginia
$1.3M +$1.34M +31,380 New
Lido Advisors
50
Lido Advisors
California
$1.28M -$259K -6,042 -16%
1
2
3 4 5

AOR Hedge Fund Activity: Q4 2018 in Review

169 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2018, worth a combined $588M — up 49% from $395M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AOR positions and 29 closed out — a net gain of 15 holders — while 60 added to existing stakes and 41 trimmed.

The largest buyer was Wells Fargo, adding an estimated $77.9M. The largest seller was Cornerstone Wealth Management, cutting an estimated $12M.

  • 169 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2018, up from 156 in Q3 2018.
  • Funds reported $588M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2018, up 49% quarter-over-quarter.
  • 44 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2018 and 29 closed out, a net change of +15 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2018 was Wells Fargo, an estimated $77.9M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2018.