iShares Core 60/40 Balanced Allocation ETF
147 hedge funds and large institutions have $300M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 13 closing their positions.
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
76% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 34
7% more funds holding
Funds holding: 137 → 147 (+10)
2.05% less ownership
Funds ownership: 29.09% → 27.04% (-2%)
16% less capital invested
Capital invested by funds: $356M → $300M (-$56.1M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFS
Legacy Financial Strategies
Overland Park,
Kansas
|
+$2.28M |
| 2 |
BlackRock
New York
|
+$1.73M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$1.39M |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$1.14M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.96M |
| 2 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$3.23M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.74M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.89M |
| 5 |
VF
Virtu Financial
New York
|
-$1.62M |
AOR Hedge Fund Activity: Q1 2018 in Review
147 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2018, worth a combined $300M — down 16% from $356M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new AOR positions and 13 closed out — a net gain of 11 holders — while 60 added to existing stakes and 34 trimmed.
The largest buyer was Legacy Financial Strategies, adding an estimated $2.28M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.96M.
- 147 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2018, up from 137 in Q4 2017.
- Funds reported $300M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2018, down 16% quarter-over-quarter.
- 24 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2018 and 13 closed out, a net change of +11 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2018 was Legacy Financial Strategies, an estimated $2.28M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $5.96M sold.
Based on aggregated 13F filings for Q1 2018.