iShares Core 60/40 Balanced Allocation ETF
170 hedge funds and large institutions have $446M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
1% more funds holding
Funds holding: 169 → 170 (+1)
7% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 60
11.15% less ownership
Funds ownership: 46.4% → 35.25% (-11%)
24% less capital invested
Capital invested by funds: $588M → $446M (-$142M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$11.4M |
| 2 |
CFA
Cahill Financial Advisors
Edina,
Minnesota
|
+$9.28M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$8.68M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.06M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$76.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$48.7M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$36.7M |
| 4 |
Morgan Stanley
New York
|
-$14.2M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$10.1M |
AOR Hedge Fund Activity: Q1 2019 in Review
170 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q1 2019, worth a combined $446M — down 24% from $588M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new AOR positions and 19 closed out — a net gain of 4 holders — while 56 added to existing stakes and 60 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $11.4M. The largest seller was Wells Fargo, cutting an estimated $76.2M.
- 170 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q1 2019, up from 169 in Q4 2018.
- Funds reported $446M of iShares Core 60/40 Balanced Allocation ETF stock for Q1 2019, down 24% quarter-over-quarter.
- 23 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q1 2019 and 19 closed out, a net change of +4 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q1 2019 was AssetMark Inc, an estimated $11.4M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q1 2019 was Wells Fargo, an estimated $76.2M sold.
Based on aggregated 13F filings for Q1 2019.