iShares Core 80/20 Aggressive Allocation ETF
177 hedge funds and large institutions have $215M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 35 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 53
2.07% more ownership
Funds ownership: 23.27% → 25.34% (+2.1%)
6% less funds holding
Funds holding: 189 → 177 (-12)
12% less capital invested
Capital invested by funds: $244M → $215M (-$29.6M)
20% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 35
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.9M |
| 3 |
PAA
Peregrine Asset Advisers
Portland,
Oregon
|
+$4.76M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$1.96M |
| 5 |
Jane Street
New York
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$6.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.19M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.11M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$1.67M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.46M |
AOA Hedge Fund Activity: Q1 2020 in Review
177 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2020, worth a combined $215M — down 12% from $244M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of AOA and 28 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 65 added.
The largest buyer was Raymond James & Associates, adding an estimated $14.4M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $6.1M.
- 177 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2020, down from 189 in Q4 2019.
- Funds reported $215M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2020, down 12% quarter-over-quarter.
- 28 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2020 and 35 closed out, a net change of -7 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2020 was Raymond James & Associates, an estimated $14.4M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2020 was CAPTRUST Financial Advisors, an estimated $6.1M sold.
Based on aggregated 13F filings for Q1 2020.