iShares Core 60/40 Balanced Allocation ETF
148 hedge funds and large institutions have $300M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 13 closing their positions.
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
71% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 35
8% more funds holding
Funds holding: 137 → 148 (+11)
0.33% more ownership
Funds ownership: 29.09% → 29.42% (+0.33%)
16% less capital invested
Capital invested by funds: $356M → $300M (-$55.9M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| 1 |
LFS
Legacy Financial Strategies
Overland Park,
Kansas
|
+$2.28M |
| 2 |
BlackRock
New York
|
+$1.73M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$1.39M |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$1.14M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.09M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
151
FDx Advisors
Chicago,
Illinois
| – | -$385K | -8,575 | Closed |
|
|
CCM
152
Crabel Capital Management
Los Angeles,
California
| – | -$308K | -6,855 | Closed |
|
|
FAAS
153
First Allied Advisory Services
San Diego,
California
| – | -$174K | -3,853 | Closed |
|
|
ACM
154
Aviance Capital Management
Sarasota,
Florida
| – | -$402K | -2,645 | Closed |
|
|
CA
155
Calton & Associates
Tampa,
Florida
| – | -$48K | -1,063 | Closed |
|
156
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$18K | -400 | Closed |
|
|
KJWM
157
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$15K | -341 | Closed |
|
|
JCM
158
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$13K | -279 | Closed |
|
|
BWL
159
Bogart Wealth LLC
Mclean,
Virginia
| – | -$5K | -108 | Closed |
|
|
FEG
160
Financial Enhancement Group
Anderson,
Indiana
| – | +$136 | +3 | New |
|
AOR Hedge Fund Activity: Q1 2018 in Review
148 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2018, worth a combined $300M — down 16% from $356M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new AOR positions and 13 closed out — a net gain of 11 holders — while 60 added to existing stakes and 35 trimmed.
The largest buyer was Legacy Financial Strategies, adding an estimated $2.28M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.96M.
- 148 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2018, up from 137 in Q4 2017.
- Funds reported $300M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2018, down 16% quarter-over-quarter.
- 24 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2018 and 13 closed out, a net change of +11 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2018 was Legacy Financial Strategies, an estimated $2.28M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $5.96M sold.
Based on aggregated 13F filings for Q1 2018.