iShares Core 80/20 Aggressive Allocation ETF
177 hedge funds and large institutions have $231M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 16 closing their positions.
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
24% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 55
3% more funds holding
Funds holding: 172 → 177 (+5)
4% more capital invested
Capital invested by funds: $222M → $231M (+$8.76M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.33% less ownership
Funds ownership: 22.53% → 22.2% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$2.46M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$2.34M |
| 3 |
FAAM
First Ascent Asset Management
Denver,
Colorado
|
+$1.44M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.08M |
| 5 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$5.47M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.01M |
| 3 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$1.31M |
| 4 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$1.15M |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$1.03M |
AOA Hedge Fund Activity: Q3 2020 in Review
177 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2020, worth a combined $231M — up 3.9% from $222M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new AOA positions and 16 closed out — a net gain of 8 holders — while 68 added to existing stakes and 55 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $2.46M. The largest seller was Stifel Financial, cutting an estimated $5.47M.
- 177 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2020, up from 172 in Q2 2020.
- Funds reported $231M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2020, up 3.9% quarter-over-quarter.
- 24 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2020 and 16 closed out, a net change of +8 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2020 was AssetMark Inc, an estimated $2.46M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2020 was Stifel Financial, an estimated $5.47M sold.
Based on aggregated 13F filings for Q3 2020.