iShares Core 80/20 Aggressive Allocation ETF
89 hedge funds and large institutions have $110M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 7 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 27
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 92 → 89 (-3)
11.68% less ownership
Funds ownership: 31.04% → 19.36% (-12%)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
39% less capital invested
Capital invested by funds: $180M → $110M (-$70.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.02M |
| 2 |
LPL Financial
San Diego,
California
|
+$766K |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$731K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$643K |
| 5 |
MFS
Madrona Financial Services
Everett,
Washington
|
+$611K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$39.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$26.2M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$18M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$1.18M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$759K |
AOA Hedge Fund Activity: Q1 2017 in Review
89 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2017, worth a combined $110M — down 39% from $180M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of AOA and 6 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 41 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.02M. The largest seller was Wells Fargo, cutting an estimated $39.1M.
- 89 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2017, down from 92 in Q4 2016.
- Funds reported $110M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2017, down 39% quarter-over-quarter.
- 6 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2017 and 7 closed out, a net change of -1 holder.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2017 was Cambridge Investment Research Advisors, an estimated $1.02M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2017 was Wells Fargo, an estimated $39.1M sold.
Based on aggregated 13F filings for Q1 2017.