iShares Core 60/40 Balanced Allocation ETF
41 hedge funds and large institutions have $41.9M invested in iShares Core 60/40 Balanced Allocation ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
26% more capital invested
Capital invested by funds: $33.3M → $41.9M (+$8.56M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more funds holding
Funds holding: 40 → 41 (+1)
1.97% more ownership
Funds ownership: 13.32% → 15.29% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Placemark Investments
Chicago,
Illinois
|
+$8.85M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.23M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$840K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$272K |
| 5 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$2.13M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$774K |
| 3 |
MG
MDE Group
Morristown,
New Jersey
|
-$487K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$478K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$446K |
AOR Hedge Fund Activity: Q1 2014 in Review
41 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2014, worth a combined $41.9M — up 26% from $33.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AOR positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 12 trimmed.
The largest buyer was Placemark Investments, adding an estimated $8.85M. The largest seller was Managed Account Advisors, exiting entirely with an estimated $2.13M sold.
- 41 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2014, up from 40 in Q4 2013.
- Funds reported $41.9M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2014, up 26% quarter-over-quarter.
- 7 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2014 and 6 closed out, a net change of +1 holder.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2014 was Placemark Investments, an estimated $8.85M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2014 was Managed Account Advisors, an estimated $2.13M sold.
Based on aggregated 13F filings for Q1 2014.