iShares Core 60/40 Balanced Allocation ETF
67 hedge funds and large institutions have $102M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
18% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 22
5% more funds holding
Funds holding: 64 → 67 (+3)
11.21% less ownership
Funds ownership: 33.25% → 22.04% (-11%)
37% less capital invested
Capital invested by funds: $161M → $102M (-$59.7M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.8M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$4.86M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.81M |
| 4 |
CBU
CIBC Bank USA
Chicago,
Illinois
|
+$762K |
| 5 |
ACM
Argentus Capital Management
Dallas,
Texas
|
+$746K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$42.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$12M |
| 3 |
HC
HHG & Company
Darien,
Connecticut
|
-$10.3M |
| 4 |
CL
CPWM LLC
Seattle,
Washington
|
-$2.87M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$759K |
AOR Hedge Fund Activity: Q1 2015 in Review
67 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2015, worth a combined $102M — down 37% from $161M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AOR positions and 5 closed out — a net gain of 4 holders — while 26 added to existing stakes and 22 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $10.8M. The largest seller was Managed Account Advisors, cutting an estimated $42.2M.
- 67 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2015, up from 64 in Q4 2014.
- Funds reported $102M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2015, down 37% quarter-over-quarter.
- 9 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2015 and 5 closed out, a net change of +4 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2015 was Envestnet Asset Management, an estimated $10.8M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2015 was Managed Account Advisors, an estimated $42.2M sold.
Based on aggregated 13F filings for Q1 2015.