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iShares Core 80/20 Aggressive Allocation ETF

101 hedge funds and large institutions have $129M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

17% more capital invested

Capital invested by funds: $110M → $129M (+$18.9M)

13% more funds holding

Funds holding: 89101 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 19.36%19.2% (-0.16%)

Holders
101
Holders Change
+12
Holders Change %
+13.48%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
45
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oakworth Capital
Alabama
$69K
GWM
77
Geneos Wealth Management
Colorado
$65K
CCM
78
Cribstone Capital Management
Maine
$54K -$5.51K -108 -9%
Creative Planning
79
Creative Planning
Kansas
$45K +$3.62K +71 +9%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$8.52K +167 +26%
FWM
81
Focused Wealth Management
New York
$36K
DADC
82
D.A. Davidson & Co
Montana
$36K +$21.1K +414 +145%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$36K +$35.4K +694 New
JCM
84
Jacobi Capital Management
Pennsylvania
$30K +$29.7K +583 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$26K +$25.8K +505 New
RCA
86
Rowland Carmichael Advisors
Arizona
$20K
AIP
87
Ameritas Investment Partners
Nebraska
$18K
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5K +$15.3K +300 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$14K +$13.4K +263 New
GAM
90
Gemmer Asset Management
California
$10K +$2.09K +41 +25%
WAM
91
Wealthspire Advisors (Maryland)
Maryland
$9K
CFG
92
CKW Financial Group
Hawaii
$8K
US Bancorp
93
US Bancorp
Minnesota
$6K -$30.2K -591 -84%
TWA
94
TCI Wealth Advisors
Arizona
$6K +$6.12K +120 New
AC
95
Alexandria Capital
Virginia
$5K
IF
96
Ironwood Financial
Arizona
$3K
ASN
97
Advisory Services Network
Georgia
$2K +$1.23K +24 +185%
BlackRock
98
BlackRock
New York
$1K
CFA
99
Carroll Financial Associates
North Carolina
$1K
IWM
100
IHT Wealth Management
Illinois
$5 +$105K +2,057 +358%

AOA Hedge Fund Activity: Q2 2017 in Review

101 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2017, worth a combined $129M — up 17% from $110M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AOA positions and 3 closed out — a net gain of 12 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was Regal Investment Advisors, adding an estimated $3.82M. The largest seller was Wells Fargo, cutting an estimated $1.69M.

  • 101 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2017, up from 89 in Q1 2017.
  • Funds reported $129M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2017, up 17% quarter-over-quarter.
  • 15 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2017 and 3 closed out, a net change of +12 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2017 was Regal Investment Advisors, an estimated $3.82M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2017 was Wells Fargo, an estimated $1.69M sold.

Based on aggregated 13F filings for Q2 2017.