iShares Core 60/40 Balanced Allocation ETF
112 hedge funds and large institutions have $285M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 14 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 25
6% more capital invested
Capital invested by funds: $269M → $285M (+$16.4M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.54% less ownership
Funds ownership: 29.12% → 28.58% (-0.54%)
3% less funds holding
Funds holding: 115 → 112 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$2.41M |
| 2 |
BlackRock
New York
|
+$2.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.62M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.51M |
| 5 |
NG
Northstar Group
New York
|
+$869K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.06M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.76M |
| 4 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$1.12M |
| 5 |
Morgan Stanley
New York
|
-$737K |
AOR Hedge Fund Activity: Q2 2017 in Review
112 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2017, worth a combined $285M — up 6.1% from $269M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of AOR and 11 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 60 added.
The largest buyer was HighTower Advisors, adding an estimated $2.41M. The largest seller was Wells Fargo, cutting an estimated $2.06M.
- 112 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2017, down from 115 in Q1 2017.
- Funds reported $285M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2017, up 6.1% quarter-over-quarter.
- 11 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2017 and 14 closed out, a net change of -3 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2017 was HighTower Advisors, an estimated $2.41M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2017 was Wells Fargo, an estimated $2.06M sold.
Based on aggregated 13F filings for Q2 2017.