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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
FWM
126
Focused Wealth Management
New York
$6K +$45 +1 +0.8%
GBBWRPM
127
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K +$5K +110 New
BWL
128
Bogart Wealth LLC
Virginia
$5K – – –
CPIG
129
Chicago Partners Investment Group
Illinois
$5K +$4.77K +105 New
FRA
130
Front Row Advisors
California
$4K +$3.77K +83 New
SWM
131
SeaCrest Wealth Management
New York
$4K +$4.09K +90 New
AF
132
Allworth Financial
California
$3K – – –
AIP
133
Ameritas Investment Partners
Nebraska
$3K – – –
BCI
134
Brinker Capital Investments
Pennsylvania
$2K +$182 +4 +13%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$1K -$2.04K -45 -60%
PCG
136
Private Capital Group
Connecticut
$132 +$130K +2,857 New
RIA
137
Regal Investment Advisors
Michigan
– -$3.97M -88,602 Closed
HH
138
Hilltop Holdings
Texas
– -$2.02M -45,120 Closed
VWA
139
V Wealth Advisors
Kansas
– -$1.2M -26,833 Closed
CM
140
Churchill Management
California
– -$566K -12,629 Closed
NPC
141
National Planning Corporation
California
– -$449K -10,020 Closed
SI
142
SII Investments
Wisconsin
– -$336K -7,515 Closed
BIAS
143
Beacon Investment Advisory Services
New Jersey
– -$328K -7,334 Closed
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
– -$204K -4,551 Closed
LC
145
Landaas & Company
Wisconsin
– -$1K -31 Closed
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.