iShares Core 60/40 Balanced Allocation ETF
40 hedge funds and large institutions have $33.2M invested in iShares Core 60/40 Balanced Allocation ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 7 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
57% more capital invested
Capital invested by funds: $21.2M → $33.2M (+$12M)
8% more funds holding
Funds holding: 37 → 40 (+3)
3.49% more ownership
Funds ownership: 9.82% → 13.32% (+3.5%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$2.18M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$2.09M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.65M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$1.12M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$750K |
Top Sellers
AOR Hedge Fund Activity: Q4 2013 in Review
40 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2013, worth a combined $33.2M — up 57% from $21.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AOR positions and 7 closed out — a net gain of 4 holders — while 18 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.18M. The largest seller was SII Investments, exiting entirely with an estimated $397K sold.
- 40 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2013, up from 37 in Q3 2013.
- Funds reported $33.2M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2013, up 57% quarter-over-quarter.
- 11 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2013 and 7 closed out, a net change of +4 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2013 was Morgan Stanley, an estimated $2.18M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2013 was SII Investments, an estimated $397K sold.
Based on aggregated 13F filings for Q4 2013.