iShares Core 60/40 Balanced Allocation ETF
154 hedge funds and large institutions have $389M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 18 closing their positions.
26% more capital invested
Capital invested by funds: $309M → $389M (+$79.7M)
20% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 49
0% more funds holding
Funds holding: 154 → 154 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
0.61% less ownership
Funds ownership: 27.72% → 27.11% (-0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$5.26M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.66M |
| 3 |
Jane Street
New York
|
+$1.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.17M |
| 5 |
BlackRock
New York
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.1M |
| 3 |
VF
Virtu Financial
New York
|
-$1.99M |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$1.14M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.12M |
AOR Hedge Fund Activity: Q3 2018 in Review
154 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2018, worth a combined $389M — up 26% from $309M a quarter earlier.
Fund positioning in AOR was balanced in Q3 2018: 18 funds opened new positions, 18 closed out, 59 added to existing stakes and 49 trimmed.
The largest buyer was Regal Investment Advisors, opening a new position worth an estimated $5.26M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $12.8M sold.
- 154 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $389M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2018, up 26% quarter-over-quarter.
- 18 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2018 and 18 closed out, a net change of 0 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2018 was Regal Investment Advisors, an estimated $5.26M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $12.8M sold.
Based on aggregated 13F filings for Q3 2018.