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.
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: 89 → 101 (+12)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.16% less ownership
Funds ownership: 19.36% → 19.2% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$3.82M |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$3.39M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.46M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.84M |
| 5 |
Jane Street
New York
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$835K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$293K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$274K |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
-$246K |
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.