iShares Core 80/20 Aggressive Allocation ETF
141 hedge funds and large institutions have $164M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
74% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 34
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
5% more funds holding
Funds holding: 134 → 141 (+7)
2% more capital invested
Capital invested by funds: $160M → $164M (+$3.97M)
1.04% less ownership
Funds ownership: 20.15% → 19.11% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.55M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.56M |
| 3 |
VF
Virtu Financial
New York
|
+$2.27M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.03M |
| 5 |
LFS
Legacy Financial Strategies
Overland Park,
Kansas
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$12.6M |
| 2 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$2.99M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$735K |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$686K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$664K |
AOA Hedge Fund Activity: Q1 2018 in Review
141 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2018, worth a combined $164M — up 2.5% from $160M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new AOA positions and 16 closed out — a net gain of 7 holders — while 59 added to existing stakes and 34 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $7.55M. The largest seller was Wells Fargo, cutting an estimated $12.6M.
- 141 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2018, up from 134 in Q4 2017.
- Funds reported $164M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2018, up 2.5% quarter-over-quarter.
- 23 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2018 and 16 closed out, a net change of +7 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2018 was Jane Street, an estimated $7.55M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2018 was Wells Fargo, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2018.