iShares Core 80/20 Aggressive Allocation ETF
38 hedge funds and large institutions have $22.6M invested in iShares Core 80/20 Aggressive Allocation ETF in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 1 closing their positions.
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
0% more funds holding
Funds holding: 38 → 38 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
2% less capital invested
Capital invested by funds: $23.1M → $22.6M (-$522K)
1.25% less ownership
Funds ownership: 9.88% → 8.63% (-1.3%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $189K | – | – | – |
|
|
WA
27
Waverly Advisors
Birmingham,
Alabama
| $126K | +$39.8K | +868 | +48% |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $123K | +$3.81K | +83 | +3% |
|
|
AWM
29
Avior Wealth Management
Omaha,
Nebraska
| $121K | +$93.7K | +2,043 | +388% |
|
|
U
30
UBS
Zurich,
Switzerland
| $106K | +$22.1K | +481 | +27% |
|
|
PAS
31
Partnervest Advisory Services
Santa Barbara,
California
| $87K | +$184 | +4 | +0.2% |
|
32
Creative Planning
Overland Park,
Kansas
| $63K | -$2.39K | -52 | -4% |
|
|
FWM
33
Focused Wealth Management
Newburgh,
New York
| $37K | +$1.88K | +41 | +6% |
|
|
RIA
34
Regal Investment Advisors
Kentwood,
Michigan
| $28K | – | – | – |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| $24K | -$11.8K | -257 | -34% |
|
36
Citigroup
New York
| $12K | – | – | – |
|
|
CFG
37
CKW Financial Group
Honolulu,
Hawaii
| $7K | – | – | – |
|
|
MFS
38
MSI Financial Services
Springfield,
Massachusetts
| $2K | – | – | – |
|
|
PWAG
39
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$68K | -1,498 | Closed |
|
AOA Hedge Fund Activity: Q2 2014 in Review
38 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2014, worth a combined $22.6M — down 2.3% from $23.1M a quarter earlier.
Fund positioning in AOA was balanced in Q2 2014: 1 fund opened new positions, 1 closed out, 21 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $605K. The largest seller was LBMC Investment Advisors, cutting an estimated $2.11M.
- 38 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $22.6M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2014, down 2.3% quarter-over-quarter.
- 1 fund opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2014 and 1 closed out, a net change of 0 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2014 was Wells Fargo, an estimated $605K added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2014 was LBMC Investment Advisors, an estimated $2.11M sold.
Based on aggregated 13F filings for Q2 2014.