iShares Core 60/40 Balanced Allocation ETF
96 hedge funds and large institutions have $256M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
67% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 24
25% more capital invested
Capital invested by funds: $204M → $256M (+$51.6M)
9% more funds holding
Funds holding: 88 → 96 (+8)
5.74% more ownership
Funds ownership: 29.35% → 35.09% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.86M |
| 2 |
Morgan Stanley
New York
|
+$4.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.17M |
| 4 |
PAMG
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
+$3.03M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.48M |
| 2 |
LPL Financial
San Diego,
California
|
-$8M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$7.57M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.66M |
| 5 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
-$985K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBL
101
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$215K | -5,453 | Closed |
|
|
FWM
102
Frontier Wealth Management
Kansas City,
Missouri
| – | -$203K | -5,153 | Closed |
|
|
AIG
103
American International Group
New York
| – | -$93K | -2,358 | Closed |
|
104
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$59K | -1,493 | Closed |
|
AOR Hedge Fund Activity: Q2 2016 in Review
96 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2016, worth a combined $256M — up 25% from $204M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AOR positions and 9 closed out — a net gain of 10 holders — while 40 added to existing stakes and 24 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.86M. The largest seller was Jane Street, cutting an estimated $8.48M.
- 96 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2016, up from 88 in Q1 2016.
- Funds reported $256M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2016, up 25% quarter-over-quarter.
- 19 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2016 and 9 closed out, a net change of +10 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2016 was Wells Fargo, an estimated $9.86M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2016 was Jane Street, an estimated $8.48M sold.
Based on aggregated 13F filings for Q2 2016.