iShares Core 80/20 Aggressive Allocation ETF
39 hedge funds and large institutions have $27.7M invested in iShares Core 80/20 Aggressive Allocation ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 7
55% more capital invested
Capital invested by funds: $17.9M → $27.7M (+$9.83M)
18% more funds holding
Funds holding: 33 → 39 (+6)
2.87% more ownership
Funds ownership: 9.8% → 12.66% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.81M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$2.03M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$412K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$230K |
| 5 |
AIG
American International Group
New York
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$632K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$246K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$208K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$42.5K |
| 5 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
-$32.2K |
AOA Hedge Fund Activity: Q4 2013 in Review
39 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2013, worth a combined $27.7M — up 55% from $17.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AOA positions and 1 closed out — a net gain of 7 holders — while 21 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.81M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $632K sold.
- 39 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2013, up from 33 in Q3 2013.
- Funds reported $27.7M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2013, up 55% quarter-over-quarter.
- 8 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2013 and 1 closed out, a net change of +7 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2013 was Wells Fargo, an estimated $5.81M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2013 was Susquehanna International Group, an estimated $632K sold.
Based on aggregated 13F filings for Q4 2013.