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iShares Core 80/20 Aggressive Allocation ETF
AOA

134 hedge funds and large institutions have $160M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

78% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 27

25% more funds holding

Funds holding: 107 → 134 (+27)

12% more capital invested

Capital invested by funds: $142M → $160M (+$17.5M)

0.65% more ownership

Funds ownership: 19.5% → 20.15% (+0.65%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
134
Holders Change
+27
Holders Change %
+25.23%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
36
Increased
48
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.12M
2
Ameriprise
Ameriprise
Minnesota
+$1.21M
3
VA
Valmark Advisers
Ohio
+$898K
4
BCM
Brookstone Capital Management
Illinois
+$882K
5
UBS Group
UBS Group
Switzerland
+$810K

Top Sellers

Rank Fund Capital Flow
1
RIA
Regal Investment Advisors
Michigan
-$6.08M
2
VF
Virtu Financial
New York
-$1.73M
3
Jane Street
Jane Street
New York
-$1.19M
4
PAG
Private Advisor Group
New Jersey
-$807K
5
HH
Hilltop Holdings
Texas
-$488K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
126
IHT Wealth Management
Illinois
$5K – – –
VFA
127
Valeo Financial Advisors
Indiana
$5K +$5.57K +102 New
PG
128
Patten Group
Tennessee
$4K – – –
IF
129
Ironwood Financial
Arizona
$3K – – –
ASN
130
Advisory Services Network
Georgia
$3K +$874 +16 +33%
AIP
131
Ameritas Investment Partners
Nebraska
$1K – – –
PCG
132
Private Capital Group
Connecticut
$286 +$279K +5,116 New
RIA
133
Regal Investment Advisors
Michigan
– -$6.08M -113,520 Closed
VF
134
Virtu Financial
New York
– -$1.73M -32,325 Closed
Jane Street
135
Jane Street
New York
– -$1.19M -22,143 Closed
HH
136
Hilltop Holdings
Texas
– -$488K -9,099 Closed
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
– -$409K -7,627 Closed
TSS
138
Two Sigma Securities
New York
– -$236K -4,405 Closed
PA
139
Paracle Advisors
Washington
– -$218K -4,084 Closed
AC
140
Alexandria Capital
Virginia
– -$6K -103 Closed
KJWM
141
Kiley Juergens Wealth Management
Washington
– +$6.55K +120 New
2 3 4 5
6

AOA Hedge Fund Activity: Q4 2017 in Review

134 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2017, worth a combined $160M — up 12% from $142M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AOA positions and 8 closed out — a net gain of 28 holders — while 48 added to existing stakes and 27 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.12M. The largest seller was Regal Investment Advisors, exiting entirely with an estimated $6.08M sold.

  • 134 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2017, up from 107 in Q3 2017.
  • Funds reported $160M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2017, up 12% quarter-over-quarter.
  • 36 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2017 and 8 closed out, a net change of +28 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2017 was Wells Fargo, an estimated $5.12M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2017 was Regal Investment Advisors, an estimated $6.08M sold.

Based on aggregated 13F filings for Q4 2017.