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iShares Core 60/40 Balanced Allocation ETF
AOR

118 hedge funds and large institutions have $312M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $285M → $312M (+$27.1M)

5% more funds holding

Funds holding: 112 → 118 (+6)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.22% less ownership

Funds ownership: 28.58% → 28.36% (-0.22%)

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
53
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.05M
2
Lido Advisors
Lido Advisors
California
+$2.94M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.43M
4
HH
Hilltop Holdings
Texas
+$1.99M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.36M

Top Sellers

1
SWPG
Strategic Wealth Partners Group
Illinois
-$810K
2
Jane Street
Jane Street
New York
-$572K
3
SF
Synovus Financial
Georgia
-$485K
4
CG
Colony Group
Massachusetts
-$368K
5
SFWA
Summit Financial Wealth Advisors
Louisiana
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$628K – – –
Bank of New York Mellon
52
Bank of New York Mellon
New York
$601K – – –
AG
53
Advisor Group
Arizona
$591K +$32.9K +746 +6%
RJA
54
Raymond James & Associates
Florida
$567K -$197K -4,468 -26%
CM
55
Churchill Management
California
$566K +$557K +12,629 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$538K – – –
AWM
57
Avior Wealth Management
Nebraska
$515K +$618 +14 +0.1%
MHS
58
M Holdings Securities
Oregon
$507K -$9K -204 -2%
AWM
59
AE Wealth Management
Kansas
$480K +$472K +10,707 New
OC
60
Oakworth Capital
Alabama
$479K – – –
VFP
61
Verus Financial Partners
Virginia
$463K -$26.7K -604 -6%
NPC
62
National Planning Corporation
California
$449K -$42.4K -961 -9%
KSA
63
Ken Stern & Associates
California
$430K +$130K +2,952 +45%
SWP
64
Stratos Wealth Partners
Ohio
$389K – – –
SC
65
Scotia Capital
Ontario, Canada
$384K -$11.9K -269 -3%
SHCM
66
Stokes & Hubbell Capital Management
Louisiana
$370K +$22.5K +511 +7%
FA
67
FDx Advisors
Illinois
$352K -$8.3K -188 -2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$343K +$3.31K +75 +1%
SI
69
SII Investments
Wisconsin
$336K -$77.7K -1,761 -19%
BSWM
70
Boston Standard Wealth Management
Massachusetts
$335K -$7.06K -160 -2%
CCM
71
Canal Capital Management
Virginia
$329K +$57K +1,291 +21%
BIAS
72
Beacon Investment Advisory Services
New Jersey
$328K +$324K +7,334 New
CBU
73
CIBC Bank USA
Illinois
$322K -$13.5K -307 -4%
VF
74
Virtu Financial
New York
$310K +$305K +6,921 New
CCA
75
Clearwater Capital Advisors
Illinois
$300K -$618 -14 -0.2%
1 2
3
4 5

AOR Hedge Fund Activity: Q3 2017 in Review

118 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2017, worth a combined $312M — up 9.5% from $285M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AOR positions and 10 closed out — a net gain of 6 holders — while 53 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.05M. The largest seller was Strategic Wealth Partners Group, cutting an estimated $810K.

  • 118 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2017, up from 112 in Q2 2017.
  • Funds reported $312M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2017, up 9.5% quarter-over-quarter.
  • 16 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2017 and 10 closed out, a net change of +6 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2017 was LPL Financial, an estimated $3.05M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2017 was Strategic Wealth Partners Group, an estimated $810K sold.

Based on aggregated 13F filings for Q3 2017.