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iShares Core 60/40 Balanced Allocation ETF
AOR

137 hedge funds and large institutions have $356M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more funds holding

Funds holding: 118 → 137 (+19)

14% more capital invested

Capital invested by funds: $312M → $356M (+$44.1M)

0.73% more ownership

Funds ownership: 28.36% → 29.09% (+0.73%)

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
29
Increased
57
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$3.64M
2
VFP
Verus Financial Partners
Virginia
+$3.47M
3
Bank of America
Bank of America
North Carolina
+$2.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.95M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.41M

Top Sellers

1
SWPG
Strategic Wealth Partners Group
Illinois
-$5.83M
2
RIA
Regal Investment Advisors
Michigan
-$3.97M
3
HH
Hilltop Holdings
Texas
-$2.02M
4
Lido Advisors
Lido Advisors
California
-$1.26M
5
VWA
V Wealth Advisors
Kansas
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
51
Advisor Group
Arizona
$811K +$222K +4,891 +37%
MML Investors Services
52
MML Investors Services
Massachusetts
$780K +$495K +10,890 +168%
JCM
53
Janney Capital Management
Pennsylvania
$770K +$779K +17,147 New
WP
54
WealthPLAN Partners
Nebraska
$719K -$21.9K -481 -3%
BRM
55
Boston Research & Management
Massachusetts
$716K -$90.4K -1,990 -11%
DDPOM
56
Delta Dental Plan of Michigan
Michigan
$703K +$726K +15,986 New
TC
57
Trilogy Capital
California
$700K +$708K +15,581 New
PA
58
Parallel Advisors
California
$673K – – –
JMPWA
59
JP Morgan Private Wealth Advisors
California
$630K – – –
Bank of New York Mellon
60
Bank of New York Mellon
New York
$602K +$45 +1 +0%
MHS
61
M Holdings Securities
Oregon
$485K -$22.8K -502 -4%
AWM
62
Avior Wealth Management
Nebraska
$481K -$35.4K -780 -7%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$454K -$85.9K -1,890 -16%
SC
64
Scotia Capital
Ontario, Canada
$418K +$32.5K +716 +8%
ACM
65
Aviance Capital Management
Florida
$402K +$120K +2,645 New
PAG
66
Private Advisor Group
New Jersey
$401K -$536K -11,807 -53%
OC
67
Oakworth Capital
Alabama
$390K -$105K -2,310 -21%
SWP
68
Stratos Wealth Partners
Ohio
$390K – – –
KSA
69
Ken Stern & Associates
California
$386K -$42.4K -934 -10%
FA
70
FDx Advisors
Illinois
$385K +$32.9K +724 +9%
SHCM
71
Stokes & Hubbell Capital Management
Louisiana
$364K -$6.95K -153 -2%
Renaissance Technologies
72
Renaissance Technologies
New York
$362K +$366K +8,062 New
CCM
73
Canal Capital Management
Virginia
$357K +$27.9K +615 +8%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$350K +$6K +132 +2%
MPPLM
75
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$347K +$351K +7,714 New
1 2
3
4 5

AOR Hedge Fund Activity: Q4 2017 in Review

137 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2017, worth a combined $356M — up 14% from $312M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AOR positions and 9 closed out — a net gain of 20 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $3.64M. The largest seller was Strategic Wealth Partners Group, cutting an estimated $5.83M.

  • 137 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2017, up from 118 in Q3 2017.
  • Funds reported $356M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 29 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2017 and 9 closed out, a net change of +20 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2017 was Brookstone Capital Management, an estimated $3.64M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2017 was Strategic Wealth Partners Group, an estimated $5.83M sold.

Based on aggregated 13F filings for Q4 2017.