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iShares Core 60/40 Balanced Allocation ETF
AOR

232 hedge funds and large institutions have $492M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

62% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 60

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more funds holding

Funds holding: 206 → 232 (+26)

8% more capital invested

Capital invested by funds: $456M → $492M (+$35.8M)

1.05% less ownership

Funds ownership: 31.82% → 30.77% (-1.1%)

Holders
232
Holders Change
+26
Holders Change %
+12.62%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
44
Increased
97
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.09M
2
IA
IFP Advisors
Florida
+$1.75M
3
VFP
Verus Financial Partners
Virginia
+$1.67M
4
FI
FormulaFolio Investments
Michigan
+$1.45M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
SWPG
Strategic Wealth Partners Group
Illinois
-$7.41M
2
ACP
Aveo Capital Partners
Colorado
-$6.71M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$6.38M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.47M
5
Wells Fargo
Wells Fargo
California
-$935K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Waverly Advisors
Alabama
$3.26M -$43.3K -861 -1%
NWM
27
Northwest Wealth Management
Iowa
$3.25M +$111K +2,211 +4%
SFWC
28
Strategic Family Wealth Counselors
New Jersey
$2.65M +$365K +7,261 +17%
VWA
29
Visionary Wealth Advisors
Illinois
$2.6M -$32.7K -649 -1%
BWA
30
Burt Wealth Advisors
Maryland
$2.56M +$256K +5,095 +12%
SFG
31
StrategIQ Financial Group
Indiana
$2.53M +$111K +2,215 +5%
CFA
32
Cahill Financial Advisors
Minnesota
$2.5M -$617K -12,257 -20%
Ameriprise
33
Ameriprise
Minnesota
$2.43M -$119K -2,373 -5%
PWAG
34
Polaris Wealth Advisory Group
California
$2.13M -$26.7K -530 -1%
AAS
35
Annex Advisory Services
Wisconsin
$2.06M +$96K +1,907 +5%
OFG
36
Oxford Financial Group
Indiana
$2.03M -$627K -12,456 -24%
AL
37
Aspiriant LLC
California
$1.97M +$634K +12,593 +50%
NG
38
Northstar Group
New York
$1.9M -$6.29K -125 -0.3%
IA
39
IFP Advisors
Florida
$1.83M +$1.75M +34,812 +13,598%
BCM
40
Brookstone Capital Management
Illinois
$1.79M +$122K +2,430 +8%
HIP
41
Harrell Investment Partners
Texas
$1.75M +$950K +18,871 +129%
VFP
42
Verus Financial Partners
Virginia
$1.74M +$1.67M +33,265 New
TPWA
43
TRUE Private Wealth Advisors
Oregon
$1.64M -$271K -5,382 -15%
RCA
44
Rowland Carmichael Advisors
Arizona
$1.6M +$320K +6,355 +26%
CWM
45
Cahaba Wealth Management
Georgia
$1.58M -$199K -3,947 -12%
RWM
46
Reston Wealth Management
Virginia
$1.51M -$36.8K -732 -2%
SWP
47
Stratos Wealth Partners
Ohio
$1.51M -$99.1K -1,970 -6%
FI
48
FormulaFolio Investments
Michigan
$1.5M +$1.45M +28,753 New
PFA
49
Professional Financial Advisors
Nebraska
$1.47M -$160K -3,170 -10%
NAS
50
Nicolet Advisory Services
Wisconsin
$1.45M -$403 -8 -0%
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3 4 5

AOR Hedge Fund Activity: Q4 2020 in Review

232 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2020, worth a combined $492M — up 7.9% from $456M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AOR positions and 14 closed out — a net gain of 30 holders — while 97 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $3.09M. The largest seller was Strategic Wealth Partners Group, cutting an estimated $7.41M.

  • 232 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2020, up from 206 in Q3 2020.
  • Funds reported $492M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2020, up 7.9% quarter-over-quarter.
  • 44 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2020 and 14 closed out, a net change of +30 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2020 was BlackRock, an estimated $3.09M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2020 was Strategic Wealth Partners Group, an estimated $7.41M sold.

Based on aggregated 13F filings for Q4 2020.