iShares Core 80/20 Aggressive Allocation ETF
92 hedge funds and large institutions have $180M invested in iShares Core 80/20 Aggressive Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 7 closing their positions.
163% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 16
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
135% more capital invested
Capital invested by funds: $76.7M → $180M (+$104M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14.31% more ownership
Funds ownership: 16.73% → 31.04% (+14%)
14% more funds holding
Funds holding: 81 → 92 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$47.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$37.5M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.82M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.59M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3M |
| 2 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$304K |
| 3 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$221K |
| 4 |
KSA
Ken Stern & Associates
San Diego,
California
|
-$205K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$198K |
AOA Hedge Fund Activity: Q4 2016 in Review
92 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2016, worth a combined $180M — up 135% from $76.7M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AOA positions and 7 closed out — a net gain of 11 holders — while 42 added to existing stakes and 16 trimmed.
The largest buyer was Wells Fargo, adding an estimated $47.8M. The largest seller was Jane Street, exiting entirely with an estimated $3M sold.
- 92 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2016, up from 81 in Q3 2016.
- Funds reported $180M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2016, up 135% quarter-over-quarter.
- 18 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2016 and 7 closed out, a net change of +11 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2016 was Wells Fargo, an estimated $47.8M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2016 was Jane Street, an estimated $3M sold.
Based on aggregated 13F filings for Q4 2016.