iShares Core 60/40 Balanced Allocation ETF
200 hedge funds and large institutions have $417M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 38 closing their positions.
1.35% more ownership
Funds ownership: 32.28% → 33.63% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
8% less funds holding
Funds holding: 218 → 200 (-18)
12% less capital invested
Capital invested by funds: $476M → $417M (-$59.3M)
29% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 38
36% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.8M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$2.68M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.34M |
| 5 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$10.1M |
| 2 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$5.77M |
| 3 |
CFA
Cahill Financial Advisors
Edina,
Minnesota
|
-$2.59M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.21M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.18M |
AOR Hedge Fund Activity: Q1 2020 in Review
200 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2020, worth a combined $417M — down 12% from $476M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of AOR and 27 opened new positions — a net loss of 11 holders — while 80 trimmed existing stakes and 51 added.
The largest buyer was Raymond James & Associates, adding an estimated $12.8M. The largest seller was Parametric Portfolio Associates, cutting an estimated $10.1M.
- 200 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2020, down from 218 in Q4 2019.
- Funds reported $417M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2020, down 12% quarter-over-quarter.
- 27 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2020 and 38 closed out, a net change of -11 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2020 was Raymond James & Associates, an estimated $12.8M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2020 was Parametric Portfolio Associates, an estimated $10.1M sold.
Based on aggregated 13F filings for Q1 2020.