iShares Core 60/40 Balanced Allocation ETF
70 hedge funds and large institutions have $147M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
28% more capital invested
Capital invested by funds: $115M → $147M (+$31.8M)
4% more funds holding
Funds holding: 67 → 70 (+3)
4.31% more ownership
Funds ownership: 24.62% → 28.93% (+4.3%)
28% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$30M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.88M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.94M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.09M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.16M |
| 2 |
CL
CPWM LLC
Seattle,
Washington
|
-$1.05M |
| 3 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
-$1.01M |
| 4 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$691K |
| 5 |
VF
Virtu Financial
New York
|
-$623K |
AOR Hedge Fund Activity: Q3 2015 in Review
70 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2015, worth a combined $147M — up 28% from $115M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AOR positions and 5 closed out — a net gain of 4 holders — while 23 added to existing stakes and 32 trimmed.
The largest buyer was Bank of America, adding an estimated $30M. The largest seller was Royal Bank of Canada, cutting an estimated $5.16M.
- 70 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2015, up from 67 in Q2 2015.
- Funds reported $147M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2015, up 28% quarter-over-quarter.
- 9 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2015 and 5 closed out, a net change of +4 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2015 was Bank of America, an estimated $30M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2015 was Royal Bank of Canada, an estimated $5.16M sold.
Based on aggregated 13F filings for Q3 2015.