iShares Core 60/40 Balanced Allocation ETF
259 hedge funds and large institutions have $566M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 20 closing their positions.
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
23% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 80
4% more funds holding
Funds holding: 248 → 259 (+11)
2% more capital invested
Capital invested by funds: $556M → $566M (+$9.77M)
5.37% less ownership
Funds ownership: 32.44% → 27.06% (-5.4%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$7.99M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$2.23M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.94M |
| 4 |
BlackRock
New York
|
+$1.83M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$45.3M |
| 2 |
AssetMark Inc
Concord,
California
|
-$10.2M |
| 3 |
MSA
Marino Stram & Associates
Braintree,
Massachusetts
|
-$4.01M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3M |
| 5 |
LHC
Little House Capital
Braintree,
Massachusetts
|
-$2.7M |
AOR Hedge Fund Activity: Q2 2021 in Review
259 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core 60/40 Balanced Allocation ETF (AOR) for Q2 2021, worth a combined $566M — up 1.8% from $556M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AOR positions and 20 closed out — a net gain of 13 holders — while 98 added to existing stakes and 80 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $7.99M. The largest seller was AE Wealth Management, cutting an estimated $45.3M.
- 259 institutional investors held iShares Core 60/40 Balanced Allocation ETF (AOR) as of Q2 2021, up from 248 in Q1 2021.
- Funds reported $566M of iShares Core 60/40 Balanced Allocation ETF stock for Q2 2021, up 1.8% quarter-over-quarter.
- 33 funds opened new iShares Core 60/40 Balanced Allocation ETF positions in Q2 2021 and 20 closed out, a net change of +13 holders.
- The largest iShares Core 60/40 Balanced Allocation ETF buyer in Q2 2021 was Wilbanks Smith & Thomas Asset Management, an estimated $7.99M added.
- The largest iShares Core 60/40 Balanced Allocation ETF seller in Q2 2021 was AE Wealth Management, an estimated $45.3M sold.
Based on aggregated 13F filings for Q2 2021.