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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
WEC
101
Winslow Evans & Crocker
Massachusetts
$43.3K +$44 +1 +0.1%
RPG
102
Risk Paradigm Group
Texas
$32.8K -$5.25K -119 -14%
AWM
103
AllSquare Wealth Management
New York
$31K +$30.4K +690 New
FCMT
104
Founders Capital Management (Texas)
Texas
$15K +$132 +3 +0.9%
AIP
105
Ameritas Investment Partners
Nebraska
$13K – – –
JCM
106
Jacobi Capital Management
Pennsylvania
$12K +$11.9K +270 New
GRP
107
Global Retirement Partners
California
$11K – – –
RFWA
108
RPg Family Wealth Advisory
Massachusetts
$10.4K – – –
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$44 +1 +0.4%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$9K – – –
LF
111
Lee Financial
Texas
$7K – – –
FWM
112
Focused Wealth Management
New York
$6K -$12.7K -287 -69%
BWL
113
Bogart Wealth LLC
Virginia
$5K +$4.77K +108 New
AF
114
Allworth Financial
California
$3K – – –
BFEC
115
Benjamin F. Edwards & Company
Missouri
$3K +$3.31K +75 New
BCI
116
Brinker Capital Investments
Pennsylvania
$1K +$309 +7 +29%
LC
117
Landaas & Company
Wisconsin
$1K +$1.37K +31 New
Jane Street
118
Jane Street
New York
– -$572K -13,107 Closed
SF
119
Synovus Financial
Georgia
– -$485K -11,125 Closed
CG
120
Colony Group
Massachusetts
– -$368K -8,445 Closed
SFWA
121
Summit Financial Wealth Advisors
Louisiana
– -$266K -6,109 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
– -$264K -6,054 Closed
OAM
123
Occidental Asset Management
California
– -$206K -4,724 Closed
Creative Planning
124
Creative Planning
Kansas
– -$154K -3,534 Closed
MFW
125
Mosaic Family Wealth
Missouri
– -$99K -2,266 Closed
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.