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iShares Core 80/20 Aggressive Allocation ETF

82 hedge funds and large institutions have $68.1M invested in iShares Core 80/20 Aggressive Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

11% more capital invested

Capital invested by funds: $61.2M → $68.1M (+$6.91M)

9% more funds holding

Funds holding: 7582 (+7)

0.69% more ownership

Funds ownership: 15.11%15.8% (+0.69%)

Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
34
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
51
Waldron Private Wealth
Pennsylvania
$214K
SG
52
Strid Group
Pennsylvania
$213K +$137 +3 +0.1%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$202K +$50.8K +1,116 +34%
OAJ
54
Ogorek Anthony Joseph
New York
$193K -$12.3K -271 -6%
OC
55
Oakworth Capital
Alabama
$151K
RCA
56
Rowland Carmichael Advisors
Arizona
$127K +$10.2K +225 +9%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$119K +$3.32K +73 +3%
SIG
58
Stanford Investment Group
California
$110K
WA
59
WFG Advisors
Texas
$93K +$92.6K +2,035 New
SCM
60
Southport Capital Management
Tennessee
$82K +$81.7K +1,795 New
IIC
61
Integrated Investment Consultants
Michigan
$73K +$14.8K +325 +25%
MFS
62
MSI Financial Services
Massachusetts
$64K
FNBT
63
FineMark National Bank & Trust
Florida
$51K +$50.2K +1,103 New
CCM
64
Cribstone Capital Management
Maine
$51K +$50.3K +1,106 New
GWM
65
Geneos Wealth Management
Colorado
$49K -$4.55K -100 -9%
TFO
66
Tarbox Family Office
California
$48K +$16.5K +362 +52%
FWM
67
Focused Wealth Management
New York
$38K -$1.27K -28 -3%
Creative Planning
68
Creative Planning
Kansas
$35K -$4.6K -101 -12%
NFG
69
Next Financial Group
Texas
$33K +$33.7K +741 New
Barclays
70
Barclays
United Kingdom
$31K
Citigroup
71
Citigroup
New York
$20K
RFWA
72
RPg Family Wealth Advisory
Massachusetts
$17.5K +$17.3K +380 New
AIP
73
Ameritas Investment Partners
Nebraska
$16K
CFG
74
CKW Financial Group
Hawaii
$13K
DADC
75
D.A. Davidson & Co
Montana
$13K

AOA Hedge Fund Activity: Q2 2016 in Review

82 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2016, worth a combined $68.1M — up 11% from $61.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AOA positions and 5 closed out — a net gain of 7 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Allworth Financial, adding an estimated $6.55M. The largest seller was Ameriprise, cutting an estimated $3.25M.

  • 82 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2016, up from 75 in Q1 2016.
  • Funds reported $68.1M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2016, up 11% quarter-over-quarter.
  • 12 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2016 and 5 closed out, a net change of +7 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2016 was Allworth Financial, an estimated $6.55M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2016 was Ameriprise, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2016.