iShares Core 60/40 Balanced Allocation ETF
67 hedge funds and large institutions have $115M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 17
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
13% more capital invested
Capital invested by funds: $102M → $115M (+$13.5M)
2.58% more ownership
Funds ownership: 22.04% → 24.62% (+2.6%)
0% more funds holding
Funds holding: 67 → 67 (0)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$3.16M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.59M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$1.54M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
HHG & Company
Darien,
Connecticut
|
-$4.01M |
| 2 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$482K |
| 3 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$337K |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$268K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$264K |
AOR Hedge Fund Activity: Q2 2015 in Review
67 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2015, worth a combined $115M — up 13% from $102M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AOR positions and 5 closed out — a net gain of 1 holder — while 31 added to existing stakes and 17 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $5M. The largest seller was HHG & Company, cutting an estimated $4.01M.
- 67 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $115M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2015, up 13% quarter-over-quarter.
- 6 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2015 and 5 closed out, a net change of +1 holder.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2015 was Royal Bank of Canada, an estimated $5M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2015 was HHG & Company, an estimated $4.01M sold.
Based on aggregated 13F filings for Q2 2015.