iShares Core 60/40 Balanced Allocation ETF
81 hedge funds and large institutions have $499M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 11 closing their positions.
239% more capital invested
Capital invested by funds: $147M → $499M (+$352M)
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
23.45% more ownership
Funds ownership: 28.93% → 52.39% (+23%)
16% more funds holding
Funds holding: 70 → 81 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$303M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$9.24M |
| 4 |
HC
HHG & Company
Darien,
Connecticut
|
+$9.18M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$6.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.64M |
| 2 |
CL
CPWM LLC
Seattle,
Washington
|
-$3.77M |
| 3 |
Jane Street
New York
|
-$1.67M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.4M |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
-$452K |
AOR Hedge Fund Activity: Q4 2015 in Review
81 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2015, worth a combined $499M — up 239% from $147M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AOR positions and 11 closed out — a net gain of 14 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $303M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.64M sold.
- 81 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2015, up from 70 in Q3 2015.
- Funds reported $499M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2015, up 239% quarter-over-quarter.
- 25 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2015 and 11 closed out, a net change of +14 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2015 was Bank of America, an estimated $303M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2015 was Susquehanna International Group, an estimated $6.64M sold.
Based on aggregated 13F filings for Q4 2015.