iShares Core 80/20 Aggressive Allocation ETF
172 hedge funds and large institutions have $222M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 25 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
44% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 50
3% more capital invested
Capital invested by funds: $215M → $222M (+$7.51M)
8% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 25
2.81% less ownership
Funds ownership: 25.34% → 22.53% (-2.8%)
3% less funds holding
Funds holding: 177 → 172 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$4.94M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.15M |
| 4 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$2.06M |
| 5 |
Jane Street
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$16M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$12.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.07M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$1.91M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.76M |
AOA Hedge Fund Activity: Q2 2020 in Review
172 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2020, worth a combined $222M — up 3.5% from $215M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of AOA and 23 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 72 added.
The largest buyer was Stifel Financial, adding an estimated $4.94M. The largest seller was Wells Fargo, cutting an estimated $16M.
- 172 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2020, down from 177 in Q1 2020.
- Funds reported $222M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2020, up 3.5% quarter-over-quarter.
- 23 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2020 and 25 closed out, a net change of -2 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2020 was Stifel Financial, an estimated $4.94M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2020 was Wells Fargo, an estimated $16M sold.
Based on aggregated 13F filings for Q2 2020.