iShares Core 80/20 Aggressive Allocation ETF
107 hedge funds and large institutions have $142M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 7 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 24
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10% more capital invested
Capital invested by funds: $129M → $142M (+$13.3M)
6% more funds holding
Funds holding: 101 → 107 (+6)
0.3% more ownership
Funds ownership: 19.2% → 19.5% (+0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$1.7M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.25M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$587K |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$478K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$650K |
| 2 |
Jane Street
New York
|
-$314K |
| 3 |
PAMG
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
-$200K |
| 4 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$176K |
| 5 |
LPL Financial
San Diego,
California
|
-$166K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
101
AllSquare Wealth Management
Albany,
New York
| $6K | +$6.2K | +118 | New |
|
|
IWM
102
IHT Wealth Management
Chicago,
Illinois
| $5K | -$133K | -2,532 | -96% |
|
|
BC
103
Bartlett & Co
Cincinnati,
Ohio
| $5K | +$4.41K | +84 | New |
|
|
PG
104
Patten Group
Chattanooga,
Tennessee
| $4K | +$3.83K | +73 | New |
|
|
IF
105
Ironwood Financial
Tucson,
Arizona
| $3K | – | – | – |
|
|
ASN
106
Advisory Services Network
Atlanta,
Georgia
| $3K | +$578 | +11 | +30% |
|
|
107
Citadel Advisors
Miami,
Florida
| – | -$650K | -12,545 | Closed |
|
|
VWA
108
V Wealth Advisors
Overland Park,
Kansas
| – | -$176K | -3,408 | Closed |
|
109
Creative Planning
Overland Park,
Kansas
| – | -$45K | -861 | Closed |
|
|
DADC
110
D.A. Davidson & Co
Great Falls,
Montana
| – | -$36K | -700 | Closed |
|
111
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$14K | -263 | Closed |
|
|
TWA
112
TCI Wealth Advisors
Tucson,
Arizona
| – | -$6K | -120 | Closed |
|
|
CFA
113
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$1K | -30 | Closed |
|
AOA Hedge Fund Activity: Q3 2017 in Review
107 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2017, worth a combined $142M — up 10% from $129M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AOA positions and 7 closed out — a net gain of 6 holders — while 54 added to existing stakes and 24 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $1.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $650K sold.
- 107 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2017, up from 101 in Q2 2017.
- Funds reported $142M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2017, up 10% quarter-over-quarter.
- 13 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2017 and 7 closed out, a net change of +6 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2017 was Virtu Financial, an estimated $1.7M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2017 was Citadel Advisors, an estimated $650K sold.
Based on aggregated 13F filings for Q3 2017.