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iShares Core 80/20 Aggressive Allocation ETF

30 hedge funds and large institutions have $12.9M invested in iShares Core 80/20 Aggressive Allocation ETF in 2013 Q2 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

8.4% more ownership

Funds ownership: 0%8.4% (+8.4%)

Holders
30
Holders Change
+30
Holders Change %
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$14K +$13.8K +343 New
PWAG
27
Polaris Wealth Advisory Group
California
$13.7K +$13.8K +343 New
Citigroup
28
Citigroup
New York
$10K +$10.1K +250 New
MFS
29
MSI Financial Services
Massachusetts
$2K +$2.02K +50 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
+$40 +1 New

AOA Hedge Fund Activity: Q2 2013 in Review

30 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2013, worth a combined $12.9M.

Buyers outnumbered sellers: 30 funds opened new AOA positions and 0 closed out — a net gain of 30 holders — while 0 added to existing stakes and 0 trimmed.

  • 30 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $12.9M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2013.
  • 30 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2013 and 0 closed out, a net change of +30 holders.

Based on aggregated 13F filings for Q2 2013.