iShares Core 80/20 Aggressive Allocation ETF
134 hedge funds and large institutions have $160M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 8 closing their positions.
350% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 8
78% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 27
25% more funds holding
Funds holding: 107 → 134 (+27)
12% more capital invested
Capital invested by funds: $142M → $160M (+$17.5M)
0.65% more ownership
Funds ownership: 19.5% → 20.15% (+0.65%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.12M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.21M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$898K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$882K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$6.08M |
| 2 |
VF
Virtu Financial
New York
|
-$1.73M |
| 3 |
Jane Street
New York
|
-$1.19M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$807K |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$488K |
AOA Hedge Fund Activity: Q4 2017 in Review
134 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2017, worth a combined $160M — up 12% from $142M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AOA positions and 8 closed out — a net gain of 28 holders — while 48 added to existing stakes and 27 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.12M. The largest seller was Regal Investment Advisors, exiting entirely with an estimated $6.08M sold.
- 134 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2017, up from 107 in Q3 2017.
- Funds reported $160M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2017, up 12% quarter-over-quarter.
- 36 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2017 and 8 closed out, a net change of +28 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2017 was Wells Fargo, an estimated $5.12M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2017 was Regal Investment Advisors, an estimated $6.08M sold.
Based on aggregated 13F filings for Q4 2017.