iShares Core 60/40 Balanced Allocation ETF
109 hedge funds and large institutions have $500M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
100% more capital invested
Capital invested by funds: $251M → $500M (+$250M)
44% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 27
14.11% more ownership
Funds ownership: 32.77% → 46.88% (+14%)
12% more funds holding
Funds holding: 97 → 109 (+12)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$217M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.76M |
| 4 |
Morgan Stanley
New York
|
+$4.34M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.04M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$718K |
| 3 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$706K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$552K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$450K |
AOR Hedge Fund Activity: Q4 2016 in Review
109 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2016, worth a combined $500M — up 100% from $251M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AOR positions and 10 closed out — a net gain of 15 holders — while 39 added to existing stakes and 27 trimmed.
The largest buyer was Bank of America, adding an estimated $217M. The largest seller was Jane Street, exiting entirely with an estimated $2.04M sold.
- 109 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2016, up from 97 in Q3 2016.
- Funds reported $500M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2016, up 100% quarter-over-quarter.
- 25 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2016 and 10 closed out, a net change of +15 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2016 was Bank of America, an estimated $217M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2016 was Jane Street, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2016.