iShares Core 80/20 Aggressive Allocation ETF
248 hedge funds and large institutions have $431M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 61 reducing their positions, and 18 closing their positions.
189% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 18
61% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 61
43% more capital invested
Capital invested by funds: $302M → $431M (+$129M)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
14% more funds holding
Funds holding: 218 → 248 (+30)
5.14% more ownership
Funds ownership: 20.57% → 25.71% (+5.1%)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$45.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$25.5M |
| 3 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$7.46M |
| 4 |
RA
RiverTree Advisors
Winter Park,
Florida
|
+$3.88M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.54M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.6M |
| 2 |
CF
Clarity Financial
Houston,
Texas
|
-$1.8M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.61M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.5M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.49M |
AOA Hedge Fund Activity: Q4 2021 in Review
248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2021, worth a combined $431M — up 43% from $302M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new AOA positions and 18 closed out — a net gain of 34 holders — while 98 added to existing stakes and 61 trimmed.
The largest buyer was Wells Fargo, adding an estimated $45.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.6M sold.
- 248 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2021, up from 218 in Q3 2021.
- Funds reported $431M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2021, up 43% quarter-over-quarter.
- 52 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2021 and 18 closed out, a net change of +34 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2021 was Wells Fargo, an estimated $45.7M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2021 was Citadel Advisors, an estimated $2.6M sold.
Based on aggregated 13F filings for Q4 2021.