iShares Core 80/20 Aggressive Allocation ETF
145 hedge funds and large institutions have $180M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 10 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 36
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
10% more capital invested
Capital invested by funds: $164M → $180M (+$16.5M)
5.25% more ownership
Funds ownership: 19.11% → 24.35% (+5.2%)
3% more funds holding
Funds holding: 141 → 145 (+4)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$53.7M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.67M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.48M |
| 4 |
LPL Financial
San Diego,
California
|
+$886K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$658K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFS
Legacy Financial Strategies
Overland Park,
Kansas
|
-$2.86M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.99M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.99M |
| 4 |
Jane Street
New York
|
-$1.19M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$626K |
AOA Hedge Fund Activity: Q2 2018 in Review
145 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2018, worth a combined $180M — up 10% from $164M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new AOA positions and 10 closed out — a net gain of 5 holders — while 61 added to existing stakes and 36 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $53.7M. The largest seller was Legacy Financial Strategies, exiting entirely with an estimated $2.86M sold.
- 145 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2018, up from 141 in Q1 2018.
- Funds reported $180M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2018, up 10% quarter-over-quarter.
- 15 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2018 and 10 closed out, a net change of +5 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $53.7M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2018 was Legacy Financial Strategies, an estimated $2.86M sold.
Based on aggregated 13F filings for Q2 2018.