iShares Core 60/40 Balanced Allocation ETF
115 hedge funds and large institutions have $269M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
30% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 33
6% more funds holding
Funds holding: 109 → 115 (+6)
17.76% less ownership
Funds ownership: 46.88% → 29.12% (-18%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
46% less capital invested
Capital invested by funds: $500M → $269M (-$232M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$37.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.44M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.7M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$2.31M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$231M |
| 2 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$23.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.17M |
| 4 |
SCA
Snowden Capital Advisors
New York
|
-$4.58M |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$2M |
AOR Hedge Fund Activity: Q1 2017 in Review
115 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2017, worth a combined $269M — down 46% from $500M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AOR positions and 11 closed out — a net gain of 8 holders — while 43 added to existing stakes and 33 trimmed.
The largest buyer was BlackRock, adding an estimated $37.8M. The largest seller was Bank of America, cutting an estimated $231M.
- 115 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2017, up from 109 in Q4 2016.
- Funds reported $269M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2017, down 46% quarter-over-quarter.
- 19 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2017 and 11 closed out, a net change of +8 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2017 was BlackRock, an estimated $37.8M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2017 was Bank of America, an estimated $231M sold.
Based on aggregated 13F filings for Q1 2017.