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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
GWM
101
Geneos Wealth Management
Colorado
$149K -$6.13K -135 -4%
US Bancorp
102
US Bancorp
Minnesota
$146K – – –
CFD
103
Creative Financial Designs
Indiana
$142K -$3.95K -87 -3%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$135K – – –
CFG
105
CKW Financial Group
Hawaii
$122K +$6.36K +140 +5%
JFA
106
JNBA Financial Advisors
Minnesota
$113K -$11.1K -244 -9%
CCM
107
Cribstone Capital Management
Maine
$77K -$3.18K -70 -4%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$59K +$50.3K +1,108 +554%
PG
109
Patten Group
Tennessee
$53K +$636 +14 +1%
CFA
110
Carroll Financial Associates
North Carolina
$49K – – –
CA
111
Calton & Associates
Florida
$48K +$48.3K +1,063 New
RPG
112
Risk Paradigm Group
Texas
$32.8K – – –
AWM
113
AllSquare Wealth Management
New York
$31K – – –
WEC
114
Winslow Evans & Crocker
Massachusetts
$29.9K -$13.6K -300 -31%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18.2K +400 New
FCMT
116
Founders Capital Management (Texas)
Texas
$15K – – –
KJWM
117
Kiley Juergens Wealth Management
Washington
$15K +$15.5K +341 New
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K -$40.9K -900 -73%
APA
119
American Portfolios Advisors
New York
$14.2K +$14.4K +316 New
JCM
120
Jacobi Capital Management
Pennsylvania
$13K +$409 +9 +3%
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$12.4K +$1.91K +42 +18%
GRP
122
Global Retirement Partners
California
$12K – – –
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$136 +3 +1%
1IA
124
1834 Investment Advisors
Wisconsin
$8K +$7.95K +175 New
LF
125
Lee Financial
Texas
$7K – – –
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.