We are live on ! Find out more
AOR icon

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
AF
76
Advisornet Financial
Minnesota
$343K +$347K +7,632 New
CWM
77
Cornerstone Wealth Management
Missouri
$337K +$45.1K +993 +15%
CCA
78
Clearwater Capital Advisors
Illinois
$309K +$8.72K +192 +3%
CCM
79
Crabel Capital Management
California
$308K +$311K +6,855 New
BSWM
80
Boston Standard Wealth Management
Massachusetts
$300K -$35K -771 -10%
VA
81
Valmark Advisers
Ohio
$288K +$291K +6,415 New
CAMG
82
CWA Asset Management Group
Florida
$284K +$35.2K +775 +14%
NL
83
NWAM LLC
Washington
$274K +$277K +6,099 New
AW
84
ACG Wealth
Georgia
$264K +$267K +5,886 New
CFA
85
Camarda Financial Advisors
Florida
$249K +$252K +5,547 New
FSA
86
Financial Sense Advisors
California
$247K +$6.09K +134 +2%
CBU
87
CIBC Bank USA
Illinois
$246K -$77.9K -1,715 -24%
WAM
88
Watermark Asset Management
California
$241K -$31.5K -693 -11%
DT
89
Diversified Trust
Tennessee
$240K +$243K +5,353 New
BW
90
Bison Wealth
Georgia
$239K -$18.2K -400 -7%
TA
91
Tiedemann Advisors
New York
$238K – – –
Stifel Financial
92
Stifel Financial
Missouri
$235K – – –
WC
93
Weil Company
California
$234K +$236K +5,200 New
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$224K +$227K +4,991 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$198K – – –
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$185K +$24.4K +538 +15%
RCA
97
Rowland Carmichael Advisors
Arizona
$182K +$63.1K +1,389 +52%
IF
98
Ironwood Financial
Arizona
$179K -$364 -8 -0.2%
AWA
99
Acorn Wealth Advisors
Michigan
$176K +$175K +3,856 New
FAAS
100
First Allied Advisory Services
California
$174K -$38.4K -846 -18%
2 3
4
5 6

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.