iShares Core 60/40 Balanced Allocation ETF
193 hedge funds and large institutions have $435M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 30 closing their positions.
4% more capital invested
Capital invested by funds: $417M → $435M (+$17.7M)
1% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 70
4% less funds holding
Funds holding: 200 → 193 (-7)
3.53% less ownership
Funds ownership: 33.63% → 30.1% (-3.5%)
13% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 30
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.36M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$6.22M |
| 3 |
Jane Street
New York
|
+$3.55M |
| 4 |
Morgan Stanley
New York
|
+$3.43M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.2M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$13.4M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$5.43M |
| 4 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$4.44M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.06M |
AOR Hedge Fund Activity: Q2 2020 in Review
193 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2020, worth a combined $435M — up 4.3% from $417M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of AOR and 26 opened new positions — a net loss of 4 holders — while 70 trimmed existing stakes and 71 added.
The largest buyer was Ameriprise, adding an estimated $7.36M. The largest seller was Envestnet Asset Management, cutting an estimated $14.2M.
- 193 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2020, down from 200 in Q1 2020.
- Funds reported $435M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2020, up 4.3% quarter-over-quarter.
- 26 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2020 and 30 closed out, a net change of -4 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2020 was Ameriprise, an estimated $7.36M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $14.2M sold.
Based on aggregated 13F filings for Q2 2020.