iShares Core 60/40 Balanced Allocation ETF
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.
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 (+$44.2M)
0.73% more ownership
Funds ownership: 28.36% → 29.09% (+0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$3.64M |
| 2 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$3.47M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.3M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.95M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$5.83M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$3.97M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$2.02M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$1.26M |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$1.2M |
AOR Hedge Fund Activity: Q4 2017 in Review
137 of the 4,419 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.