iShares Core 80/20 Aggressive Allocation ETF
33 hedge funds and large institutions have $17.9M invested in iShares Core 80/20 Aggressive Allocation ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
39% more capital invested
Capital invested by funds: $12.9M → $17.9M (+$4.98M)
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
10% more funds holding
Funds holding: 30 → 33 (+3)
1.39% more ownership
Funds ownership: 8.4% → 9.8% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.18M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$919K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$623K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$249K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Goelzer Investment Management
Carmel,
Indiana
|
-$294K |
| 2 |
Jane Street
New York
|
-$174K |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$136K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$91.7K |
| 5 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$74.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
Waverly Advisors
Birmingham,
Alabama
| $31K | +$30.2K | +731 | New |
|
|
PAS
27
Partnervest Advisory Services
Santa Barbara,
California
| $27K | +$12.9K | +312 | +92% |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $25K | -$20.6K | -500 | -45% |
|
|
RIA
29
Regal Investment Advisors
Kentwood,
Michigan
| $25K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $21K | -$12.4K | -301 | -38% |
|
|
PWAG
31
Polaris Wealth Advisory Group
San Rafael,
California
| $14.4K | – | – | – |
|
32
Citigroup
New York
| $10K | – | – | – |
|
|
MFS
33
MSI Financial Services
Springfield,
Massachusetts
| $2K | – | – | – |
|
|
AA
34
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$32K | -800 | Closed |
|
AOA Hedge Fund Activity: Q3 2013 in Review
33 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2013, worth a combined $17.9M — up 39% from $12.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AOA positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $1.18M. The largest seller was Goelzer Investment Management, cutting an estimated $294K.
- 33 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2013, up from 30 in Q2 2013.
- Funds reported $17.9M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2013, up 39% quarter-over-quarter.
- 5 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2013 and 2 closed out, a net change of +3 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2013 was Bank of America, an estimated $1.18M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2013 was Goelzer Investment Management, an estimated $294K sold.
Based on aggregated 13F filings for Q3 2013.