iShares Core 80/20 Aggressive Allocation ETF
82 hedge funds and large institutions have $68.1M invested in iShares Core 80/20 Aggressive Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
79% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 19
11% more capital invested
Capital invested by funds: $61.2M → $68.1M (+$6.91M)
9% more funds holding
Funds holding: 75 → 82 (+7)
0.69% more ownership
Funds ownership: 15.11% → 15.8% (+0.69%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
76
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $8K | – | – | – |
|
77
BlackRock
New York
| $6K | – | – | – |
|
|
AWM
78
AllSquare Wealth Management
Albany,
New York
| $5K | – | – | – |
|
|
GAM
79
Gemmer Asset Management
Walnut Creek,
California
| $5K | +$46 | +1 | +0.8% |
|
|
IF
80
Ironwood Financial
Tucson,
Arizona
| $2K | +$91 | +2 | +4% |
|
|
CFA
81
Carroll Financial Associates
Charlotte,
North Carolina
| $1K | – | – | – |
|
|
RJFSA
82
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$285K | -6,301 | Closed |
|
|
AIG
83
American International Group
New York
| – | -$260K | -5,740 | Closed |
|
|
NC
84
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$62K | -1,365 | Closed |
|
85
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$12K | -263 | Closed |
|
|
ASN
86
Advisory Services Network
Atlanta,
Georgia
| – | -$9K | -205 | Closed |
|
AOA Hedge Fund Activity: Q2 2016 in Review
82 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2016, worth a combined $68.1M — up 11% from $61.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AOA positions and 5 closed out — a net gain of 7 holders — while 34 added to existing stakes and 19 trimmed.
The largest buyer was Allworth Financial, adding an estimated $6.55M. The largest seller was Ameriprise, cutting an estimated $3.25M.
- 82 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2016, up from 75 in Q1 2016.
- Funds reported $68.1M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2016, up 11% quarter-over-quarter.
- 12 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2016 and 5 closed out, a net change of +7 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2016 was Allworth Financial, an estimated $6.55M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2016 was Ameriprise, an estimated $3.25M sold.
Based on aggregated 13F filings for Q2 2016.