iShares Core 80/20 Aggressive Allocation ETF
38 hedge funds and large institutions have $23.1M invested in iShares Core 80/20 Aggressive Allocation ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
3% less funds holding
Funds holding: 39 → 38 (-1)
2.78% less ownership
Funds ownership: 12.66% → 9.88% (-2.8%)
17% less capital invested
Capital invested by funds: $27.7M → $23.1M (-$4.63M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.31M |
| 2 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
+$867K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$765K |
| 4 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$557K |
| 5 |
LPL Financial
San Diego,
California
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.7M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$2.08M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$988K |
| 4 |
DFIM
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
-$459K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$239K |
AOA Hedge Fund Activity: Q1 2014 in Review
38 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2014, worth a combined $23.1M — down 17% from $27.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AOA and 4 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 18 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.31M. The largest seller was Wells Fargo, cutting an estimated $5.7M.
- 38 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2014, down from 39 in Q4 2013.
- Funds reported $23.1M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2014, down 17% quarter-over-quarter.
- 4 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2014 and 5 closed out, a net change of -1 holder.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2014 was Susquehanna International Group, an estimated $1.31M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2014 was Wells Fargo, an estimated $5.7M sold.
Based on aggregated 13F filings for Q1 2014.