iShares Core 60/40 Balanced Allocation ETF
169 hedge funds and large institutions have $438M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 15 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 58
0.49% less ownership
Funds ownership: 33.15% → 32.66% (-0.49%)
4% less capital invested
Capital invested by funds: $456M → $438M (-$18.6M)
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
1% less funds holding
Funds holding: 171 → 169 (-2)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$9.49M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.78M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.04M |
| 4 |
Bank of New York Mellon
New York
|
+$1.37M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$6.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.03M |
| 3 |
CFA
Cahill Financial Advisors
Edina,
Minnesota
|
-$2.65M |
| 4 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$2.15M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.15M |
AOR Hedge Fund Activity: Q3 2019 in Review
169 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q3 2019, worth a combined $438M — down 4.1% from $456M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of AOR and 14 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 71 added.
The largest buyer was AssetMark Inc, adding an estimated $9.49M. The largest seller was Strategic Wealth Partners Group, cutting an estimated $6.3M.
- 169 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q3 2019, down from 171 in Q2 2019.
- Funds reported $438M of iShares Core 60/40 Balanced Allocation ETF stock for Q3 2019, down 4.1% quarter-over-quarter.
- 14 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q3 2019 and 15 closed out, a net change of -1 holder.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q3 2019 was AssetMark Inc, an estimated $9.49M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q3 2019 was Strategic Wealth Partners Group, an estimated $6.3M sold.
Based on aggregated 13F filings for Q3 2019.