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iShares Core 60/40 Balanced Allocation ETF
AOR

232 hedge funds and large institutions have $492M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

62% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 60

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more funds holding

Funds holding: 206 → 232 (+26)

8% more capital invested

Capital invested by funds: $456M → $492M (+$35.8M)

1.05% less ownership

Funds ownership: 31.82% → 30.77% (-1.1%)

Holders
232
Holders Change
+26
Holders Change %
+12.62%
% of All Funds
4.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
44
Increased
97
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.09M
2
IA
IFP Advisors
Florida
+$1.75M
3
VFP
Verus Financial Partners
Virginia
+$1.67M
4
FI
FormulaFolio Investments
Michigan
+$1.45M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
SWPG
Strategic Wealth Partners Group
Illinois
-$7.41M
2
ACP
Aveo Capital Partners
Colorado
-$6.71M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$6.38M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.47M
5
Wells Fargo
Wells Fargo
California
-$935K
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
151
Orion Portfolio Solutions
Nebraska
$244K +$252 +5 +0.1%
SW
152
SlateStone Wealth
Florida
$243K -$198K -3,937 -46%
VHAM
153
Van Hulzen Asset Management
California
$238K -$37.9K -754 -14%
OIA
154
OneDigital Investment Advisors
Kansas
$237K +$654 +13 +0.3%
NL
155
NVWM LLC
Pennsylvania
$235K +$4.28K +85 +2%
VWM
156
Venturi Wealth Management
Texas
$232K +$2.97K +59 +1%
HWM
157
Howard Wealth Management
Connecticut
$232K +$9.31K +185 +4%
Brown Advisory
158
Brown Advisory
Maryland
$224K – – –
NCM
159
Narwhal Capital Management
Georgia
$219K – – –
PA
160
Parallel Advisors
California
$215K +$42.4K +843 +26%
ADL
161
Asset Dedication LLC
California
$214K +$174K +3,450 +531%
FAM
162
Formidable Asset Management
Ohio
$208K +$201K +3,986 New
CFG
163
CKW Financial Group
Hawaii
$207K +$4.33K +86 +2%
COCM
164
Charter Oak Capital Management
New Hampshire
$201K +$194K +3,852 New
WA
165
WestEnd Advisors
North Carolina
$197K +$118K +2,349 +164%
PWM
166
Perigon Wealth Management
California
$192K +$185K +3,680 New
JFA
167
JNBA Financial Advisors
Minnesota
$188K -$626K -12,438 -78%
IF
168
Ironwood Financial
Arizona
$185K – – –
JWA
169
JFS Wealth Advisors
Pennsylvania
$177K -$27.4K -544 -14%
SFS
170
Sowell Financial Services
Arkansas
$170K +$48.6K +965 +42%
APWA
171
Atlas Private Wealth Advisors
New Jersey
$168K +$2.16K +43 +1%
WWM
172
Wolff Wiese Magana
California
$159K +$153K +3,049 New
FCA
173
FinTrust Capital Advisors
South Carolina
$155K +$3.02K +60 +2%
CWC
174
Carolinas Wealth Consulting
North Carolina
$150K -$93.1K -1,851 -39%
BHWM
175
Bay Harbor Wealth Management
Maryland
$144K +$101 +2 +0.1%
5 6
7
8 9

AOR Hedge Fund Activity: Q4 2020 in Review

232 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2020, worth a combined $492M — up 7.9% from $456M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AOR positions and 14 closed out — a net gain of 30 holders — while 97 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $3.09M. The largest seller was Strategic Wealth Partners Group, cutting an estimated $7.41M.

  • 232 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2020, up from 206 in Q3 2020.
  • Funds reported $492M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2020, up 7.9% quarter-over-quarter.
  • 44 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2020 and 14 closed out, a net change of +30 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2020 was BlackRock, an estimated $3.09M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2020 was Strategic Wealth Partners Group, an estimated $7.41M sold.

Based on aggregated 13F filings for Q4 2020.