iShares Core 60/40 Balanced Allocation ETF
206 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
7% more funds holding
Funds holding: 193 → 206 (+13)
1.72% more ownership
Funds ownership: 30.1% → 31.82% (+1.7%)
5% more capital invested
Capital invested by funds: $435M → $456M (+$21.4M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.67M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$6.68M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$5.76M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.91M |
| 5 |
AssetMark Inc
Concord,
California
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.64M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$7.01M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.53M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.23M |
| 5 |
Jane Street
New York
|
-$3.06M |
AOR Hedge Fund Activity: Q3 2020 in Review
206 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2020, worth a combined $456M — up 4.9% from $435M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new AOR positions and 13 closed out — a net gain of 15 holders — while 72 added to existing stakes and 78 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.67M. The largest seller was Ameriprise, cutting an estimated $9.64M.
- 206 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2020, up from 193 in Q2 2020.
- Funds reported $456M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2020, up 4.9% quarter-over-quarter.
- 28 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2020 and 13 closed out, a net change of +15 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2020 was Wells Fargo, an estimated $7.67M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2020 was Ameriprise, an estimated $9.64M sold.
Based on aggregated 13F filings for Q3 2020.