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iShares Core 60/40 Balanced Allocation ETF
AOR

248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

13% more capital invested

Capital invested by funds: $492M → $556M (+$64.2M)

7% more funds holding

Funds holding: 232 → 248 (+16)

1.67% more ownership

Funds ownership: 30.77% → 32.44% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 88

Holders
248
Holders Change
+16
Holders Change %
+6.9%
% of All Funds
4.35%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
40
Increased
75
Reduced
88
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$44.3M
2
ACP
Aveo Capital Partners
Colorado
+$8.86M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$4.33M
4
CA
Calton & Associates
Florida
+$3.06M
5
LHC
Little House Capital
Massachusetts
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.7M
2
SWPG
Strategic Wealth Partners Group
Illinois
-$3.43M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.31M
4
Truist Financial
Truist Financial
North Carolina
-$2.17M
5
IA
IFP Advisors
Florida
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Waverly Advisors
Alabama
$3.66M +$313K +5,884 +10%
CA
27
Calton & Associates
Florida
$3.4M +$3.06M +57,509 +968%
NWM
28
Northwest Wealth Management
Iowa
$3.36M +$19.8K +373 +0.6%
SFG
29
Sage Financial Group
Pennsylvania
$3.29M -$1.09M -20,505 -25%
AL
30
Aspiriant LLC
California
$2.89M +$855K +16,076 +43%
SFWC
31
Strategic Family Wealth Counselors
New Jersey
$2.73M – – –
SFG
32
StrategIQ Financial Group
Indiana
$2.72M +$122K +2,285 +5%
HIP
33
Harrell Investment Partners
Texas
$2.7M +$902K +16,948 +51%
LHC
34
Little House Capital
Massachusetts
$2.7M +$2.68M +50,397 New
BWA
35
Burt Wealth Advisors
Maryland
$2.61M -$13K -244 -0.5%
VWA
36
Visionary Wealth Advisors
Illinois
$2.51M -$151K -2,841 -6%
AAS
37
Annex Advisory Services
Wisconsin
$2.46M +$349K +6,553 +17%
Ameriprise
38
Ameriprise
Minnesota
$2.45M -$49.3K -927 -2%
CFA
39
Cahill Financial Advisors
Minnesota
$2.22M -$346K -6,504 -14%
PWAG
40
Polaris Wealth Advisory Group
California
$2.11M -$76.9K -1,446 -4%
BCM
41
Brookstone Capital Management
Illinois
$2.04M +$201K +3,771 +11%
GW
42
GW & Wade
Massachusetts
$2.02M +$560K +10,524 +39%
KA
43
Kovack Advisors
Florida
$2.01M +$2M +37,593 New
Truist Financial
44
Truist Financial
North Carolina
$1.94M -$2.17M -40,716 -53%
Citadel Advisors
45
Citadel Advisors
Florida
$1.86M +$1.85M +34,685 New
VFP
46
Verus Financial Partners
Virginia
$1.85M +$47.2K +888 +3%
NG
47
Northstar Group
New York
$1.78M -$175K -3,295 -9%
TPWA
48
TRUE Private Wealth Advisors
Oregon
$1.62M -$61K -1,147 -4%
CWM
49
Cahaba Wealth Management
Georgia
$1.56M -$23.5K -442 -1%
FAAM
50
First Ascent Asset Management
Colorado
$1.55M +$127K +2,392 +9%
1
2
3 4 5

AOR Hedge Fund Activity: Q1 2021 in Review

248 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2021, worth a combined $556M — up 13% from $492M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new AOR positions and 22 closed out — a net gain of 18 holders — while 75 added to existing stakes and 88 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $44.3M. The largest seller was Wells Fargo, cutting an estimated $9.7M.

  • 248 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2021, up from 232 in Q4 2020.
  • Funds reported $556M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 40 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2021 and 22 closed out, a net change of +18 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2021 was AE Wealth Management, an estimated $44.3M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2021 was Wells Fargo, an estimated $9.7M sold.

Based on aggregated 13F filings for Q1 2021.