iShares Core 60/40 Balanced Allocation ETF
156 hedge funds and large institutions have $395M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 18 closing their positions.
25% more capital invested
Capital invested by funds: $317M → $395M (+$78M)
20% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 50
0% more funds holding
Funds holding: 156 → 156 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
0.6% less ownership
Funds ownership: 31.6% → 31% (-0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$5.26M |
| 2 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
+$2.56M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.66M |
| 4 |
Jane Street
New York
|
+$1.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.8M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$2.43M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.1M |
| 4 |
VF
Virtu Financial
New York
|
-$1.99M |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$1.14M |
AOR Hedge Fund Activity: Q3 2018 in Review
156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2018, worth a combined $395M — up 25% from $317M a quarter earlier.
Fund positioning in AOR was balanced in Q3 2018: 18 funds opened new positions, 18 closed out, 60 added to existing stakes and 50 trimmed.
The largest buyer was Regal Investment Advisors, opening a new position worth an estimated $5.26M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $12.8M sold.
- 156 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $395M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2018, up 25% quarter-over-quarter.
- 18 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2018 and 18 closed out, a net change of 0 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2018 was Regal Investment Advisors, an estimated $5.26M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $12.8M sold.
Based on aggregated 13F filings for Q3 2018.