We are live on ! Find out more
AOR icon

iShares Core 60/40 Balanced Allocation ETF
AOR

248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

13% more capital invested

Capital invested by funds: $492M → $556M (+$64.2M)

7% more funds holding

Funds holding: 232 → 248 (+16)

1.67% more ownership

Funds ownership: 30.77% → 32.44% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 88

Holders
248
Holders Change
+16
Holders Change %
+6.9%
% of All Funds
4.35%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
40
Increased
75
Reduced
88
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$44.3M
2
ACP
Aveo Capital Partners
Colorado
+$8.86M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$4.33M
4
CA
Calton & Associates
Florida
+$3.06M
5
LHC
Little House Capital
Massachusetts
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.7M
2
SWPG
Strategic Wealth Partners Group
Illinois
-$3.43M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.31M
4
Truist Financial
Truist Financial
North Carolina
-$2.17M
5
IA
IFP Advisors
Florida
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
151
Godshalk Welsh Capital Management
Pennsylvania
$270K -$5.16K -97 -2%
RIL
152
Rothschild Investment LLC
Illinois
$268K – – –
EH
153
Equitable Holdings
New York
$266K +$264K +4,960 New
MWM
154
Mascoma Wealth Management
New Hampshire
$257K +$255K +4,799 New
CPO
155
Cerity Partners OCIO
New York
$256K -$21.8K -410 -8%
MFGP
156
Marshall Financial Group (Pennsylvania)
Pennsylvania
$255K -$126K -2,372 -33%
CIAS
157
Capital Investment Advisory Services
North Carolina
$254K -$4.15K -78 -2%
OPS
158
Orion Portfolio Solutions
Nebraska
$251K – – –
CSIA
159
Charles Schwab Investment Advisory
California
$250K +$248K +4,662 New
AF
160
Allworth Financial
California
$246K -$229K -4,310 -48%
HWM
161
Howard Wealth Management
Connecticut
$245K +$6.65K +125 +3%
FSA
162
Financial Services Advisory
Maryland
$245K +$243K +4,574 New
CAS
163
Cascadia Advisory Services
Oregon
$242K +$240K +4,511 New
CAWM
164
Capital Advisors Wealth Management
Washington
$242K +$241K +4,524 New
OIA
165
OneDigital Investment Advisors
Kansas
$240K – – –
RJA
166
Raymond James & Associates
Florida
$238K -$235K -4,424 -50%
CFG
167
CKW Financial Group
Hawaii
$238K +$25.3K +476 +12%
KWM
168
Keebeck Wealth Management
Illinois
$231K +$229K +4,306 New
Brown Advisory
169
Brown Advisory
Maryland
$230K – – –
NCM
170
Narwhal Capital Management
Georgia
$225K – – –
VHAM
171
Van Hulzen Asset Management
California
$223K -$21.4K -402 -9%
PA
172
Parallel Advisors
California
$221K – – –
ADL
173
Asset Dedication LLC
California
$220K – – –
VWM
174
Venturi Wealth Management
Texas
$218K -$20.7K -390 -9%
FAM
175
Formidable Asset Management
Ohio
$215K -$106 -2 -0.1%
5 6
7
8 9

AOR Hedge Fund Activity: Q1 2021 in Review

248 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2021, worth a combined $556M — up 13% from $492M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new AOR positions and 22 closed out — a net gain of 18 holders — while 75 added to existing stakes and 88 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $44.3M. The largest seller was Wells Fargo, cutting an estimated $9.7M.

  • 248 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2021, up from 232 in Q4 2020.
  • Funds reported $556M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 40 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2021 and 22 closed out, a net change of +18 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2021 was AE Wealth Management, an estimated $44.3M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2021 was Wells Fargo, an estimated $9.7M sold.

Based on aggregated 13F filings for Q1 2021.