iShares Core 80/20 Aggressive Allocation ETF
55 hedge funds and large institutions have $38.4M invested in iShares Core 80/20 Aggressive Allocation ETF in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 6 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
2% less funds holding
Funds holding: 56 → 55 (-1)
11.44% less ownership
Funds ownership: 22.81% → 11.38% (-11%)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
50% less capital invested
Capital invested by funds: $77.4M → $38.4M (-$39.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
+$573K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$486K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$486K |
| 4 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$266K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$18.8M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$11.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9.97M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.48M |
| 5 |
HC
HHG & Company
Darien,
Connecticut
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
51
AllSquare Wealth Management
Albany,
New York
| $6K | – | – | – |
|
|
GAM
52
Gemmer Asset Management
Walnut Creek,
California
| $6K | +$47 | +1 | +0.9% |
|
|
IF
53
Ironwood Financial
Tucson,
Arizona
| $2K | +$516 | +11 | +31% |
|
54
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $6 | -$174K | -3,715 | -97% |
|
55
M&T Bank
Buffalo,
New York
| – | -$891K | -19,255 | Closed |
|
|
NPC
56
National Planning Corporation
El Segundo,
California
| – | -$49.8K | -1,091 | Closed |
|
|
RIA
57
Regal Investment Advisors
Kentwood,
Michigan
| – | -$28K | -600 | Closed |
|
58
Envestnet Asset Management
Chicago,
Illinois
| – | -$14K | -311 | Closed |
|
59
Citigroup
New York
| – | -$12K | -250 | Closed |
|
|
CAL
60
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$5K | -108 | Closed |
|
AOA Hedge Fund Activity: Q1 2015 in Review
55 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2015, worth a combined $38.4M — down 50% from $77.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of AOA and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 23 added.
The largest buyer was FDx Advisors, opening a new position worth an estimated $573K. The largest seller was Wells Fargo, cutting an estimated $18.8M.
- 55 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2015, down from 56 in Q4 2014.
- Funds reported $38.4M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2015, down 50% quarter-over-quarter.
- 5 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2015 and 6 closed out, a net change of -1 holder.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2015 was FDx Advisors, an estimated $573K added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2015 was Wells Fargo, an estimated $18.8M sold.
Based on aggregated 13F filings for Q1 2015.