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iShares Core 60/40 Balanced Allocation ETF
AOR

137 hedge funds and large institutions have $356M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

16% more funds holding

Funds holding: 118 → 137 (+19)

14% more capital invested

Capital invested by funds: $312M → $356M (+$44.1M)

0.73% more ownership

Funds ownership: 28.36% → 29.09% (+0.73%)

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
29
Increased
57
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$3.64M
2
VFP
Verus Financial Partners
Virginia
+$3.47M
3
Bank of America
Bank of America
North Carolina
+$2.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.95M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.41M

Top Sellers

1
SWPG
Strategic Wealth Partners Group
Illinois
-$5.83M
2
RIA
Regal Investment Advisors
Michigan
-$3.97M
3
HH
Hilltop Holdings
Texas
-$2.02M
4
Lido Advisors
Lido Advisors
California
-$1.26M
5
VWA
V Wealth Advisors
Kansas
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$47.2M +$2.3M +50,672 +5%
BlackRock
2
BlackRock
New York
$45.1M +$1.02M +22,477 +2%
SWPG
3
Strategic Wealth Partners Group
Illinois
$29.6M -$5.83M -128,406 -16%
VFP
4
Verus Financial Partners
Virginia
$23.3M +$3.47M +76,300 +739%
LPL Financial
5
LPL Financial
California
$19.3M +$726K +15,969 +4%
UBS Group
6
UBS Group
Switzerland
$16.4M +$533K +11,730 +3%
Wells Fargo
7
Wells Fargo
California
$13.9M +$1.23M +26,989 +10%
Morgan Stanley
8
Morgan Stanley
New York
$13.8M +$249K +5,484 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13M +$45K +991 +0.3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.3M +$1.95M +43,021 +19%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.06M +$1.37M +30,198 +24%
MSA
12
Marino Stram & Associates
Massachusetts
$6.42M +$6.49M +142,816 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.98M +$380K +8,353 +7%
BCM
14
Brookstone Capital Management
Illinois
$5.32M +$3.64M +80,180 +209%
Lido Advisors
15
Lido Advisors
California
$5.04M -$1.26M -27,812 -20%
MFS
16
Madrona Financial Services
Washington
$4.94M -$151K -3,327 -3%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$4.55M +$1.34M +29,575 +41%
PAMG
18
Patton Albertson Miller Group
Tennessee
$3.94M -$32.9K -725 -0.8%
Ameriprise
19
Ameriprise
Minnesota
$3.27M +$753K +16,578 +28%
LIA
20
LBMC Investment Advisors
Tennessee
$3.27M +$2.5K +55 +0.1%
NG
21
Northstar Group
New York
$3.15M +$391K +8,595 +14%
FHC
22
First Heartland Consultants
Missouri
$3.12M +$191K +4,204 +6%
ACP
23
Aveo Capital Partners
Colorado
$2.92M +$484K +10,653 +20%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.7M -$59.1K -1,301 -2%
GFPC
25
Global Financial Private Capital
Florida
$2.66M +$594K +13,073 +122%
1
2 3 4 5

AOR Hedge Fund Activity: Q4 2017 in Review

137 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2017, worth a combined $356M — up 14% from $312M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AOR positions and 9 closed out — a net gain of 20 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $3.64M. The largest seller was Strategic Wealth Partners Group, cutting an estimated $5.83M.

  • 137 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2017, up from 118 in Q3 2017.
  • Funds reported $356M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 29 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2017 and 9 closed out, a net change of +20 holders.
  • The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2017 was Brookstone Capital Management, an estimated $3.64M added.
  • The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2017 was Strategic Wealth Partners Group, an estimated $5.83M sold.

Based on aggregated 13F filings for Q4 2017.