iShares Core 60/40 Balanced Allocation ETF
156 hedge funds and large institutions have $317M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 12 closing their positions.
135% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 31
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
6% more capital invested
Capital invested by funds: $300M → $317M (+$16.7M)
5% more funds holding
Funds holding: 148 → 156 (+8)
2.18% more ownership
Funds ownership: 29.42% → 31.6% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$14.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.96M |
| 3 |
BlackRock
New York
|
+$2.13M |
| 4 |
VF
Virtu Financial
New York
|
+$2M |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFS
Legacy Financial Strategies
Overland Park,
Kansas
|
-$4.28M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$1.28M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.07M |
| 4 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
-$701K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$625K |
AOR Hedge Fund Activity: Q2 2018 in Review
156 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2018, worth a combined $317M — up 5.5% from $300M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new AOR positions and 12 closed out — a net gain of 9 holders — while 73 added to existing stakes and 31 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $14.9M. The largest seller was Legacy Financial Strategies, exiting entirely with an estimated $4.28M sold.
- 156 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2018, up from 148 in Q1 2018.
- Funds reported $317M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2018, up 5.5% quarter-over-quarter.
- 21 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2018 and 12 closed out, a net change of +9 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $14.9M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2018 was Legacy Financial Strategies, an estimated $4.28M sold.
Based on aggregated 13F filings for Q2 2018.