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iShares Core 60/40 Balanced Allocation ETF
AOR

33 hedge funds and large institutions have $30M invested in iShares Core 60/40 Balanced Allocation ETF in 2013 Q2 according to their latest regulatory filings, with 33 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14.84% more ownership

Funds ownership: 0% → 14.84% (+15%)

Holders
33
Holders Change
+33
Holders Change %
–
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$9.29M +$9.43M +262,016 New
LPL Financial
2
LPL Financial
California
$4.13M +$4.19M +116,504 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.86M +$1.89M +52,461 New
Ameriprise
4
Ameriprise
Minnesota
$1.31M +$1.33M +37,089 New
LIA
5
LBMC Investment Advisors
Tennessee
$1.29M +$1.31M +36,302 New
Bank of America
6
Bank of America
North Carolina
$1.23M +$1.25M +34,643 New
EA
7
Efficient Advisors
Ohio
$1.08M +$1.09M +30,330 New
NC
8
NewSquare Capital
Pennsylvania
$1.06M +$1.08M +29,906 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.01M +$1.03M +28,554 New
CAN
10
Cetera Advisor Networks
California
$920K +$933K +25,935 New
VFS
11
VSR Financial Services
Kansas
$723K +$734K +20,394 New
BRM
12
Boston Research & Management
Massachusetts
$713K +$724K +20,122 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$700K +$710K +19,730 New
MG
14
MDE Group
New Jersey
$683K +$693K +19,260 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$649K +$659K +18,300 New
Morgan Stanley
16
Morgan Stanley
New York
$427K +$434K +12,058 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$417K +$423K +11,763 New
SI
18
SII Investments
Wisconsin
$357K +$362K +10,061 New
TAG
19
Tactical Allocation Group
Michigan
$345K +$350K +9,735 New
SIA
20
Spruce Investment Advisors
Connecticut
$317K +$322K +8,940 New
NPC
21
National Planning Corporation
California
$291K +$296K +8,217 New
AAS
22
Annex Advisory Services
Wisconsin
$216K +$219K +6,084 New
Jane Street
23
Jane Street
New York
$208K +$211K +5,867 New
U
24
UBS
Switzerland
$156K +$158K +4,396 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$150K +$152K +4,216 New
1
2

AOR Hedge Fund Activity: Q2 2013 in Review

33 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2013, worth a combined $30M.

Buyers outnumbered sellers: 33 funds opened new AOR positions and 0 closed out — a net gain of 33 holders — while 0 added to existing stakes and 0 trimmed.

  • 33 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $30M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2013.
  • 33 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2013 and 0 closed out, a net change of +33 holders.

Based on aggregated 13F filings for Q2 2013.