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iShares Core 80/20 Aggressive Allocation ETF
AOA

134 hedge funds and large institutions have $160M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

78% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 27

25% more funds holding

Funds holding: 107 → 134 (+27)

12% more capital invested

Capital invested by funds: $142M → $160M (+$17.5M)

0.65% more ownership

Funds ownership: 19.5% → 20.15% (+0.65%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
134
Holders Change
+27
Holders Change %
+25.23%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
36
Increased
48
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.12M
2
Ameriprise
Ameriprise
Minnesota
+$1.21M
3
VA
Valmark Advisers
Ohio
+$898K
4
BCM
Brookstone Capital Management
Illinois
+$882K
5
UBS Group
UBS Group
Switzerland
+$810K

Top Sellers

Rank Fund Capital Flow
1
RIA
Regal Investment Advisors
Michigan
-$6.08M
2
VF
Virtu Financial
New York
-$1.73M
3
Jane Street
Jane Street
New York
-$1.19M
4
PAG
Private Advisor Group
New Jersey
-$807K
5
HH
Hilltop Holdings
Texas
-$488K
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$267K +$271K +4,954 New
SPC
77
Sigma Planning Corp
Michigan
$265K -$79.1K -1,448 -23%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$263K -$71.3K -1,305 -21%
GC
79
Gilbert & Cook
Iowa
$263K -$15.5K -283 -5%
SG
80
Strid Group
Pennsylvania
$238K – – –
Renaissance Technologies
81
Renaissance Technologies
New York
$237K +$240K +4,400 New
CCM
82
Crabel Capital Management
California
$229K +$232K +4,242 New
PA
83
Prism Advisors
California
$223K +$226K +4,131 New
FAAS
84
First Allied Advisory Services
California
$216K – – –
JP Morgan Chase
85
JP Morgan Chase
New York
$216K – – –
RW
86
Rand Wealth
Maryland
$209K +$212K +3,884 New
PIA
87
Peachtree Investment Advisors
Georgia
$207K -$546 -10 -0.3%
GLA
88
Good Life Advisors
Pennsylvania
$202K +$201K +3,686 New
TFO
89
Tarbox Family Office
California
$194K +$28.4K +520 +17%
BBA
90
Braun-Bostich & Associates
Pennsylvania
$193K +$196K +3,587 New
STA
91
Summit Trail Advisors
New York
$170K +$164K +3,000 New
MPPLM
92
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$167K +$169K +3,098 New
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$163K +$83.9K +1,537 +103%
CA
94
Calton & Associates
Florida
$122K +$119K +2,176 New
CJA
95
C-J Advisory
California
$114K +$95K +1,740 +454%
AWM
96
Avior Wealth Management
Nebraska
$112K -$26.4K -483 -2%
BWP
97
Baldwin Wealth Partners
Massachusetts
$85K – – –
BWA
98
Burt Wealth Advisors
Maryland
$77K – – –
SIAP
99
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K – – –
OC
100
Oakworth Capital
Alabama
$73K – – –
2 3
4
5 6

AOA Hedge Fund Activity: Q4 2017 in Review

134 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2017, worth a combined $160M — up 12% from $142M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AOA positions and 8 closed out — a net gain of 28 holders — while 48 added to existing stakes and 27 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.12M. The largest seller was Regal Investment Advisors, exiting entirely with an estimated $6.08M sold.

  • 134 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2017, up from 107 in Q3 2017.
  • Funds reported $160M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2017, up 12% quarter-over-quarter.
  • 36 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2017 and 8 closed out, a net change of +28 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2017 was Wells Fargo, an estimated $5.12M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2017 was Regal Investment Advisors, an estimated $6.08M sold.

Based on aggregated 13F filings for Q4 2017.