iShares Core 60/40 Balanced Allocation ETF
171 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 16 closing their positions.
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
18% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 56
2% more capital invested
Capital invested by funds: $446M → $456M (+$10.4M)
1% more funds holding
Funds holding: 170 → 171 (+1)
2.1% less ownership
Funds ownership: 35.25% → 33.15% (-2.1%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$2.26M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.16M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$980K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$941K |
| 5 |
BlackRock
New York
|
+$765K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.45M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$8.93M |
| 3 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$2.11M |
| 4 |
MFS
Madrona Financial Services
Everett,
Washington
|
-$1.85M |
| 5 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$1.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Creative Planning
Overland Park,
Kansas
| – | -$634K | -14,178 | Closed |
|
|
TSS
177
Two Sigma Securities
New York
| – | -$615K | -13,768 | Closed |
|
178
Wolverine Trading
Chicago,
Illinois
| – | -$397K | -8,872 | Closed |
|
|
DT
179
Diversified Trust
Memphis,
Tennessee
| – | -$215K | -4,799 | Closed |
|
|
MFGP
180
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| – | -$210K | -4,704 | Closed |
|
|
WAG
181
Winthrop Advisory Group
Boston,
Massachusetts
| – | -$203K | -4,522 | Closed |
|
|
AIA
182
Alera Investment Advisors
Deerfield,
Illinois
| – | -$80K | -1,787 | Closed |
|
|
RCG
183
Ruggie Capital Group
Tavares,
Florida
| – | -$48K | -1,071 | Closed |
|
|
AIC
184
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$22K | -497 | Closed |
|
|
SWM
185
SeaCrest Wealth Management
Purchase,
New York
| – | -$4K | -90 | Closed |
|
|
AF
186
Allworth Financial
Folsom,
California
| – | -$1K | -32 | Closed |
|
AOR Hedge Fund Activity: Q2 2019 in Review
171 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2019, worth a combined $456M — up 2.3% from $446M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AOR positions and 16 closed out — a net gain of 3 holders — while 66 added to existing stakes and 56 trimmed.
The largest buyer was Verus Financial Partners, adding an estimated $2.26M. The largest seller was Bank of America, cutting an estimated $9.45M.
- 171 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2019, up from 170 in Q1 2019.
- Funds reported $456M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2019, up 2.3% quarter-over-quarter.
- 19 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2019 and 16 closed out, a net change of +3 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2019 was Verus Financial Partners, an estimated $2.26M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2019 was Bank of America, an estimated $9.45M sold.
Based on aggregated 13F filings for Q2 2019.