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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
MML Investors Services
76
MML Investors Services
Massachusetts
$290K +$45.4K +1,029 +19%
CWM
77
Cornerstone Wealth Management
Missouri
$288K +$4.37K +99 +2%
WAM
78
Watermark Asset Management
California
$271K -$22.4K -507 -8%
BW
79
Bison Wealth
Georgia
$257K -$31.4K -711 -11%
CAMG
80
CWA Asset Management Group
Florida
$249K -$1.46K -33 -0.6%
FSA
81
Financial Sense Advisors
California
$241K +$16.6K +376 +8%
TA
82
Tiedemann Advisors
New York
$237K +$233K +5,274 New
Stifel Financial
83
Stifel Financial
Missouri
$235K +$231K +5,237 New
FAAS
84
First Allied Advisory Services
California
$212K +$265 +6 +0.1%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$204K +$201K +4,551 New
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$198K – – –
IF
87
Ironwood Financial
Arizona
$179K -$1.19K -27 -0.7%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$160K -$80.5K -1,824 -34%
GWM
89
Geneos Wealth Management
Colorado
$155K -$1.81K -41 -1%
CFD
90
Creative Financial Designs
Indiana
$147K +$26.6K +602 +22%
US Bancorp
91
US Bancorp
Minnesota
$146K +$143K +3,246 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$134K – – –
JFA
93
JNBA Financial Advisors
Minnesota
$124K +$3K +68 +3%
RCA
94
Rowland Carmichael Advisors
Arizona
$120K – – –
IIC
95
Integrated Investment Consultants
Michigan
$119K – – –
CFG
96
CKW Financial Group
Hawaii
$116K -$4.5K -102 -4%
CCM
97
Cribstone Capital Management
Maine
$78K +$15.1K +342 +25%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.1K – – –
PG
99
Patten Group
Tennessee
$53K – – –
CFA
100
Carroll Financial Associates
North Carolina
$49K – – –
2 3
4
5 6

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.