iShares Core 80/20 Aggressive Allocation ETF
150 hedge funds and large institutions have $363M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 24 closing their positions.
103% more capital invested
Capital invested by funds: $179M → $363M (+$184M)
65% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 34
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
16.9% more ownership
Funds ownership: 21.71% → 38.61% (+17%)
7% more funds holding
Funds holding: 140 → 150 (+10)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
Top Sellers
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$26.2M |
| 2 |
Jane Street
New York
|
-$5.95M |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$2.66M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.05M |
| 5 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$1.66M |
AOA Hedge Fund Activity: Q4 2018 in Review
150 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2018, worth a combined $363M — up 103% from $179M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new AOA positions and 24 closed out — a net gain of 13 holders — while 56 added to existing stakes and 34 trimmed.
The largest buyer was Wells Fargo, adding an estimated $150M. The largest seller was Cornerstone Wealth Management, cutting an estimated $26.2M.
- 150 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2018, up from 140 in Q3 2018.
- Funds reported $363M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2018, up 103% quarter-over-quarter.
- 37 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2018 and 24 closed out, a net change of +13 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2018 was Wells Fargo, an estimated $150M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $26.2M sold.
Based on aggregated 13F filings for Q4 2018.