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iShares Core 80/20 Aggressive Allocation ETF

101 hedge funds and large institutions have $129M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

17% more capital invested

Capital invested by funds: $110M → $129M (+$18.9M)

13% more funds holding

Funds holding: 89101 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 19.36%19.2% (-0.16%)

Holders
101
Holders Change
+12
Holders Change %
+13.48%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
45
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$433K -$41.3K -809 -9%
BCM
52
Brookstone Capital Management
Illinois
$411K +$95.7K +1,875 +31%
BSWM
53
Boston Standard Wealth Management
Massachusetts
$407K -$68.2K -1,337 -15%
VFA
54
Voya Financial Advisors
Connecticut
$394K
HighTower Advisors
55
HighTower Advisors
Illinois
$379K +$375K +7,354 New
JWA
56
JFS Wealth Advisors
Pennsylvania
$371K +$13.5K +264 +4%
RA
57
RFG Advisory
Alabama
$371K +$69.8K +1,368 +23%
SBL
58
Sargent Bickham Lagudis
Colorado
$368K
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$363K +$357K +7,000 New
CPO
60
Cerity Partners OCIO
New York
$335K -$29.5K -578 -8%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$334K +$15.4K +301 +5%
VFP
62
Verus Financial Partners
Virginia
$308K +$15.9K +311 +6%
GC
63
Gilbert & Cook
Iowa
$302K -$6.48K -127 -2%
WAM
64
Watermark Asset Management
California
$254K -$19.8K -388 -7%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$230K -$2.14K -42 -0.9%
SG
66
Strid Group
Pennsylvania
$227K +$224K +4,392 New
FAAS
67
First Allied Advisory Services
California
$208K +$204K +4,000 New
JP Morgan Chase
68
JP Morgan Chase
New York
$207K
PIA
69
Peachtree Investment Advisors
Georgia
$204K +$201K +3,934 New
VWA
70
V Wealth Advisors
Kansas
$176K -$102K -1,993 -37%
TFO
71
Tarbox Family Office
California
$159K -$30.6K -600 -16%
IIC
72
Integrated Investment Consultants
Michigan
$109K +$5.87K +115 +6%
SIAP
73
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$88K
BWP
74
Baldwin Wealth Partners
Massachusetts
$82K +$80.9K +1,586 New
BWA
75
Burt Wealth Advisors
Maryland
$74K +$73.1K +1,433 New

AOA Hedge Fund Activity: Q2 2017 in Review

101 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2017, worth a combined $129M — up 17% from $110M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AOA positions and 3 closed out — a net gain of 12 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was Regal Investment Advisors, adding an estimated $3.82M. The largest seller was Wells Fargo, cutting an estimated $1.69M.

  • 101 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2017, up from 89 in Q1 2017.
  • Funds reported $129M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2017, up 17% quarter-over-quarter.
  • 15 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2017 and 3 closed out, a net change of +12 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2017 was Regal Investment Advisors, an estimated $3.82M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2017 was Wells Fargo, an estimated $1.69M sold.

Based on aggregated 13F filings for Q2 2017.