iShares Core 60/40 Balanced Allocation ETF
218 hedge funds and large institutions have $476M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 11 closing their positions.
473% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 11
29% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 55
29% more funds holding
Funds holding: 169 → 218 (+49)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more capital invested
Capital invested by funds: $438M → $476M (+$38.4M)
0.38% less ownership
Funds ownership: 32.66% → 32.28% (-0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$4.21M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.46M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.35M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.22M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.86M |
| 2 |
Jane Street
New York
|
-$2.03M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.73M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$1.36M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$805K |
AOR Hedge Fund Activity: Q4 2019 in Review
218 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2019, worth a combined $476M — up 8.8% from $438M a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new AOR positions and 11 closed out — a net gain of 52 holders — while 71 added to existing stakes and 55 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $4.21M. The largest seller was Ameriprise, cutting an estimated $4.86M.
- 218 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2019, up from 169 in Q3 2019.
- Funds reported $476M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2019, up 8.8% quarter-over-quarter.
- 63 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2019 and 11 closed out, a net change of +52 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2019 was Truist Financial, an estimated $4.21M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2019 was Ameriprise, an estimated $4.86M sold.
Based on aggregated 13F filings for Q4 2019.