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iShares Core 60/40 Balanced Allocation ETF
AOR

118 hedge funds and large institutions have $312M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $285M → $312M (+$27.1M)

5% more funds holding

Funds holding: 112 → 118 (+6)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.22% less ownership

Funds ownership: 28.58% → 28.36% (-0.22%)

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
16
Increased
53
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.05M
2
Lido Advisors
Lido Advisors
California
+$2.94M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.43M
4
HH
Hilltop Holdings
Texas
+$1.99M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.36M

Top Sellers

1
SWPG
Strategic Wealth Partners Group
Illinois
-$810K
2
Jane Street
Jane Street
New York
-$572K
3
SF
Synovus Financial
Georgia
-$485K
4
CG
Colony Group
Massachusetts
-$368K
5
SFWA
Summit Financial Wealth Advisors
Louisiana
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$44.8M +$499K +11,310 +1%
BlackRock
2
BlackRock
New York
$44M +$1.09M +24,614 +3%
SWPG
3
Strategic Wealth Partners Group
Illinois
$35.3M -$810K -18,362 -2%
LPL Financial
4
LPL Financial
California
$18.5M +$3.05M +69,207 +20%
UBS Group
5
UBS Group
Switzerland
$15.8M +$129K +2,934 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$13.5M +$316K +7,153 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.9M -$1.76K -40 -0%
Wells Fargo
8
Wells Fargo
California
$12.7M -$145K -3,296 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.4M +$2.43M +55,042 +31%
Lido Advisors
10
Lido Advisors
California
$6.34M +$2.94M +66,651 +91%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.69M +$117K +2,654 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.6M +$157K +3,555 +3%
MFS
13
Madrona Financial Services
Washington
$5.08M +$571K +12,936 +13%
RIA
14
Regal Investment Advisors
Michigan
$3.97M +$462K +10,476 +13%
PAMG
15
Patton Albertson Miller Group
Tennessee
$3.97M -$47.4K -1,075 -1%
LIA
16
LBMC Investment Advisors
Tennessee
$3.26M +$36.8K +833 +1%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.22M +$1.36M +30,851 +75%
FHC
18
First Heartland Consultants
Missouri
$2.93M +$132K +2,982 +5%
NG
19
Northstar Group
New York
$2.78M +$47.2K +1,070 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.75M +$16.1K +366 +0.6%
Ameriprise
21
Ameriprise
Minnesota
$2.63M +$449K +10,182 +21%
ACP
22
Aveo Capital Partners
Colorado
$2.44M +$637K +14,438 +36%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.37M -$78K -1,767 -3%
AAS
24
Annex Advisory Services
Wisconsin
$2.13M +$216K +4,903 +12%
JWM
25
Jackson Wealth Management
Florida
$2.07M +$8.07K +183 +0.4%
1
2 3 4 5

AOR Hedge Fund Activity: Q3 2017 in Review

118 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2017, worth a combined $312M — up 9.5% from $285M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AOR positions and 10 closed out — a net gain of 6 holders — while 53 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.05M. The largest seller was Strategic Wealth Partners Group, cutting an estimated $810K.

  • 118 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2017, up from 112 in Q2 2017.
  • Funds reported $312M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2017, up 9.5% quarter-over-quarter.
  • 16 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2017 and 10 closed out, a net change of +6 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2017 was LPL Financial, an estimated $3.05M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2017 was Strategic Wealth Partners Group, an estimated $810K sold.

Based on aggregated 13F filings for Q3 2017.