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iShares Core 80/20 Aggressive Allocation ETF
AOA

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: 89 → 101 (+12)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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
–

Top Buyers

1
RIA
Regal Investment Advisors
Michigan
+$3.82M
2
AIP
Ahrens Investment Partners
Louisiana
+$3.39M
3
Bank of America
Bank of America
North Carolina
+$2.46M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.84M
5
Jane Street
Jane Street
New York
+$1.43M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$835K
3
AF
Allworth Financial
California
-$293K
4
IA
IFP Advisors
Florida
-$274K
5
SI
SII Investments
Wisconsin
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
101
SII Investments
Wisconsin
– -$246K -4,918 Closed
VKH
102
Virtu KCG Holdings
New York
– -$233K -4,663 Closed
AWM
103
AllSquare Wealth Management
New York
– -$6K -118 Closed
1 2 3 4
5

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.