iShares Core 60/40 Balanced Allocation ETF
44 hedge funds and large institutions have $53.2M invested in iShares Core 60/40 Balanced Allocation ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 3 closing their positions.
188% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 8
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $47.7M → $53.2M (+$5.49M)
10% more funds holding
Funds holding: 40 → 44 (+4)
0.93% more ownership
Funds ownership: 15.81% → 16.74% (+0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.63M |
| 2 |
LPL Financial
San Diego,
California
|
+$952K |
| 3 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$717K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
+$519K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$413K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$497K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$113K |
| 3 |
Citigroup
New York
|
-$100K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$94.6K |
| 5 |
MG
MDE Group
Morristown,
New Jersey
|
-$74K |
AOR Hedge Fund Activity: Q3 2014 in Review
44 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2014, worth a combined $53.2M — up 12% from $47.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AOR positions and 3 closed out — a net gain of 4 holders — while 23 added to existing stakes and 8 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $2.63M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $497K sold.
- 44 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2014, up from 40 in Q2 2014.
- Funds reported $53.2M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2014, up 12% quarter-over-quarter.
- 7 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2014 and 3 closed out, a net change of +4 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2014 was BlackRock Institutional Trust, an estimated $2.63M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2014 was Susquehanna International Group, an estimated $497K sold.
Based on aggregated 13F filings for Q3 2014.