iShares Core 80/20 Aggressive Allocation ETF
69 hedge funds and large institutions have $189M invested in iShares Core 80/20 Aggressive Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 5 closing their positions.
277% more capital invested
Capital invested by funds: $50.1M → $189M (+$139M)
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
93% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 14
23.48% more ownership
Funds ownership: 13.82% → 37.29% (+23%)
15% more funds holding
Funds holding: 60 → 69 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$70.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$53.6M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$3.83M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.18M |
| 5 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$2.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$394K |
| 3 |
BSWM
Boston Standard Wealth Management
Winchester,
Massachusetts
|
-$386K |
| 4 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$194K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$178K |
AOA Hedge Fund Activity: Q4 2015 in Review
69 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2015, worth a combined $189M — up 277% from $50.1M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AOA positions and 5 closed out — a net gain of 12 holders — while 27 added to existing stakes and 14 trimmed.
The largest buyer was Wells Fargo, adding an estimated $70.1M. The largest seller was Jane Street, exiting entirely with an estimated $3.25M sold.
- 69 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2015, up from 60 in Q3 2015.
- Funds reported $189M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2015, up 277% quarter-over-quarter.
- 17 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2015 and 5 closed out, a net change of +12 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2015 was Wells Fargo, an estimated $70.1M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2015 was Jane Street, an estimated $3.25M sold.
Based on aggregated 13F filings for Q4 2015.