iShares Core 60/40 Balanced Allocation ETF
169 hedge funds and large institutions have $588M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 29 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
52% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 29
49% more capital invested
Capital invested by funds: $395M → $588M (+$193M)
46% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 41
15.39% more ownership
Funds ownership: 31% → 46.4% (+15%)
8% more funds holding
Funds holding: 156 → 169 (+13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$77.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$66.4M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$36.3M |
| 4 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
+$33.3M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$12M |
| 2 |
Jane Street
New York
|
-$4.48M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.39M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$2.32M |
| 5 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$2.16M |
AOR Hedge Fund Activity: Q4 2018 in Review
169 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2018, worth a combined $588M — up 49% from $395M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new AOR positions and 29 closed out — a net gain of 15 holders — while 60 added to existing stakes and 41 trimmed.
The largest buyer was Wells Fargo, adding an estimated $77.9M. The largest seller was Cornerstone Wealth Management, cutting an estimated $12M.
- 169 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2018, up from 156 in Q3 2018.
- Funds reported $588M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2018, up 49% quarter-over-quarter.
- 44 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2018 and 29 closed out, a net change of +15 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2018 was Wells Fargo, an estimated $77.9M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $12M sold.
Based on aggregated 13F filings for Q4 2018.