iShares Core 80/20 Aggressive Allocation ETF
161 hedge funds and large institutions have $202M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 62 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
4% more funds holding
Funds holding: 155 → 161 (+6)
0% more capital invested
Capital invested by funds: $202M → $202M (+$591K)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.5% less ownership
Funds ownership: 21.72% → 21.23% (-0.5%)
11% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.16M |
| 2 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
+$1.28M |
| 3 |
Goldman Sachs
New York
|
+$937K |
| 4 |
AssetMark Inc
Concord,
California
|
+$781K |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$698K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.52M |
| 2 |
Jane Street
New York
|
-$2.52M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.28M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.49M |
| 5 |
MFS
Madrona Financial Services
Everett,
Washington
|
-$1.01M |
AOA Hedge Fund Activity: Q2 2019 in Review
161 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2019, worth a combined $202M — up 0.29% from $202M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new AOA positions and 8 closed out — a net gain of 7 holders — while 55 added to existing stakes and 62 trimmed.
The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $2.16M. The largest seller was Bank of America, cutting an estimated $5.52M.
- 161 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2019, up from 155 in Q1 2019.
- Funds reported $202M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2019, up 0.29% quarter-over-quarter.
- 15 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2019 and 8 closed out, a net change of +7 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2019 was WealthPLAN Partners, an estimated $2.16M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2019 was Bank of America, an estimated $5.52M sold.
Based on aggregated 13F filings for Q2 2019.