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iShares Core 80/20 Aggressive Allocation ETF

101 hedge funds and large institutions have $129M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

17% more capital invested

Capital invested by funds: $110M → $129M (+$18.9M)

13% more funds holding

Funds holding: 89101 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 19.36%19.2% (-0.16%)

Holders
101
Holders Change
+12
Holders Change %
+13.48%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
45
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Avior Wealth Management
Nebraska
$1.13M +$80.1K +1,569 +8%
JWM
27
Jackson Wealth Management
Florida
$1.12M +$219K +4,295 +25%
EA
28
Efficient Advisors
Ohio
$1.07M -$14.1K -276 -1%
PA
29
Parallel Advisors
California
$954K -$1.43K -28 -0.2%
Stifel Financial
30
Stifel Financial
Missouri
$924K +$240K +4,694 +36%
Ameriprise
31
Ameriprise
Minnesota
$908K +$38.9K +762 +5%
ACP
32
Aveo Capital Partners
Colorado
$906K +$50.6K +992 +6%
UCFA
33
United Capital Financial Advisors
Texas
$894K -$1.63K -32 -0.2%
FA
34
FDx Advisors
Illinois
$880K +$16.7K +328 +2%
PAG
35
Private Advisor Group
New Jersey
$880K +$134K +2,635 +18%
SFG
36
StrategIQ Financial Group
Indiana
$847K +$71.3K +1,398 +9%
SCM
37
Stonehearth Capital Management
Massachusetts
$839K +$52.1K +1,022 +7%
CMP
38
Courage Miller Partners
Virginia
$815K -$2.25K -44 -0.3%
JFA
39
JNBA Financial Advisors
Minnesota
$757K -$6.74K -132 -0.9%
RCG
40
Ruggie Capital Group
Florida
$717K -$31.4K -615 -4%
OC
41
Oppenheimer & Co
New York
$679K +$669K +13,115 New
Citadel Advisors
42
Citadel Advisors
Florida
$650K -$95.3K -1,868 -13%
CWM
43
Circle Wealth Management
New Jersey
$645K +$4.54K +89 +0.7%
CAMG
44
CWA Asset Management Group
Florida
$578K +$2.81K +55 +0.5%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$519K -$835K -16,365 -62%
CWM
46
Cornerstone Wealth Management
Missouri
$484K +$26.5K +520 +6%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$467K +$75.3K +1,475 +20%
IA
48
IFP Advisors
Florida
$448K -$274K -5,362 -38%
CCA
49
Clearwater Capital Advisors
Illinois
$445K +$71.5K +1,401 +19%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$442K +$255 +5 +0.1%

AOA Hedge Fund Activity: Q2 2017 in Review

101 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2017, worth a combined $129M — up 17% from $110M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AOA positions and 3 closed out — a net gain of 12 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was Regal Investment Advisors, adding an estimated $3.82M. The largest seller was Wells Fargo, cutting an estimated $1.69M.

  • 101 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2017, up from 89 in Q1 2017.
  • Funds reported $129M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2017, up 17% quarter-over-quarter.
  • 15 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2017 and 3 closed out, a net change of +12 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2017 was Regal Investment Advisors, an estimated $3.82M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2017 was Wells Fargo, an estimated $1.69M sold.

Based on aggregated 13F filings for Q2 2017.