iShares Core 80/20 Aggressive Allocation ETF
155 hedge funds and large institutions have $213M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 15 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 39
5% more capital invested
Capital invested by funds: $202M → $213M (+$10.6M)
1.04% more ownership
Funds ownership: 21.23% → 22.26% (+1%)
4% less funds holding
Funds holding: 161 → 155 (-6)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
33% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.5M |
| 2 |
AssetMark Inc
Concord,
California
|
+$2.48M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$2.3M |
| 4 |
Jane Street
New York
|
+$2.26M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$999K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$1.34M |
| 2 |
Goldman Sachs
New York
|
-$957K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$834K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$744K |
| 5 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$480K |
AOA Hedge Fund Activity: Q3 2019 in Review
155 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2019, worth a combined $213M — up 5.3% from $202M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of AOA and 10 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 73 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.5M. The largest seller was Stifel Financial, cutting an estimated $1.34M.
- 155 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2019, down from 161 in Q2 2019.
- Funds reported $213M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2019, up 5.3% quarter-over-quarter.
- 10 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2019 and 15 closed out, a net change of -5 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2019 was Cambridge Investment Research Advisors, an estimated $2.5M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2019 was Stifel Financial, an estimated $1.34M sold.
Based on aggregated 13F filings for Q3 2019.