iShares Core 60/40 Balanced Allocation ETF
232 hedge funds and large institutions have $492M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 14 closing their positions.
214% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 14
62% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 60
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more funds holding
Funds holding: 206 → 232 (+26)
8% more capital invested
Capital invested by funds: $456M → $492M (+$35.7M)
1.05% less ownership
Funds ownership: 31.82% → 30.77% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.09M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.75M |
| 3 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$1.67M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$1.45M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$7.41M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$6.71M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$6.38M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.47M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$935K |
AOR Hedge Fund Activity: Q4 2020 in Review
232 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q4 2020, worth a combined $492M — up 7.8% from $456M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new AOR positions and 14 closed out — a net gain of 30 holders — while 97 added to existing stakes and 60 trimmed.
The largest buyer was BlackRock, adding an estimated $3.09M. The largest seller was Strategic Wealth Partners Group, cutting an estimated $7.41M.
- 232 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q4 2020, up from 206 in Q3 2020.
- Funds reported $492M of iShares Core 60/40 Balanced Allocation ETF stock for Q4 2020, up 7.8% quarter-over-quarter.
- 44 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q4 2020 and 14 closed out, a net change of +30 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q4 2020 was BlackRock, an estimated $3.09M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q4 2020 was Strategic Wealth Partners Group, an estimated $7.41M sold.
Based on aggregated 13F filings for Q4 2020.