iShares Core 80/20 Aggressive Allocation ETF
56 hedge funds and large institutions have $77.4M invested in iShares Core 80/20 Aggressive Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
225% more capital invested
Capital invested by funds: $23.8M → $77.4M (+$53.6M)
100% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 10
27% more funds holding
Funds holding: 44 → 56 (+12)
13.96% more ownership
Funds ownership: 8.85% → 22.81% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$20.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$12.2M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$11.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2M |
| 5 |
HC
HHG & Company
Darien,
Connecticut
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$743K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$343K |
| 3 |
Goldman Sachs
New York
|
-$299K |
| 4 |
WA
WBH Advisory
Baltimore,
Maryland
|
-$218K |
| 5 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
-$148K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
51
Gemmer Asset Management
Walnut Creek,
California
| $5K | – | – | – |
|
|
AWM
52
AllSquare Wealth Management
Albany,
New York
| $5K | +$5.42K | +118 | New |
|
|
CAL
53
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $5K | +$4.96K | +108 | New |
|
|
IF
54
Ironwood Financial
Tucson,
Arizona
| $2K | +$1.61K | +35 | New |
|
55
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $178 | – | – | – |
|
|
VKH
56
Virtu KCG Holdings
New York
| – | -$743K | -16,312 | Closed |
|
|
57
Goldman Sachs
New York
| – | -$299K | -6,557 | Closed |
|
|
WA
58
WBH Advisory
Baltimore,
Maryland
| – | -$218K | -4,805 | Closed |
|
|
PAG
59
Private Advisor Group
Morristown,
New Jersey
| – | -$61K | -1,335 | Closed |
|
60
Parallax Volatility Advisers
San Francisco,
California
| – | +$46 | +1 | New |
|
AOA Hedge Fund Activity: Q4 2014 in Review
56 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2014, worth a combined $77.4M — up 225% from $23.8M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AOA positions and 4 closed out — a net gain of 13 holders — while 20 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $20.5M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $743K sold.
- 56 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2014, up from 44 in Q3 2014.
- Funds reported $77.4M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2014, up 225% quarter-over-quarter.
- 17 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2014 and 4 closed out, a net change of +13 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2014 was Wells Fargo, an estimated $20.5M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2014 was Virtu KCG Holdings, an estimated $743K sold.
Based on aggregated 13F filings for Q4 2014.