iShares Core 80/20 Aggressive Allocation ETF
140 hedge funds and large institutions have $179M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 20 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 39
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
1% less capital invested
Capital invested by funds: $180M → $179M (-$913K)
2.65% less ownership
Funds ownership: 24.35% → 21.71% (-2.6%)
3% less funds holding
Funds holding: 145 → 140 (-5)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$7.24M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.67M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.09M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$25.9M |
| 2 |
VF
Virtu Financial
New York
|
-$2.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.83M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.58M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GBBWRPM
151
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| – | -$40K | -750 | Closed |
|
|
RWP
152
RWA Wealth Partners
Newton,
Massachusetts
| – | -$37K | -686 | Closed |
|
|
AWA
153
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$35K | -658 | Closed |
|
154
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$15K | -286 | Closed |
|
|
BCA
155
Bay Colony Advisors
Concord,
Massachusetts
| – | -$14K | -267 | Closed |
|
|
JCM
156
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$12K | -220 | Closed |
|
|
ME
157
McIlrath & Eck
Arlington,
Washington
| – | -$6K | -117 | Closed |
|
AOA Hedge Fund Activity: Q3 2018 in Review
140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2018, worth a combined $179M — down 0.51% from $180M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of AOA and 15 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 58 added.
The largest buyer was Regal Investment Advisors, opening a new position worth an estimated $7.24M. The largest seller was Cornerstone Wealth Management, cutting an estimated $25.9M.
- 140 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2018, down from 145 in Q2 2018.
- Funds reported $179M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2018, down 0.51% quarter-over-quarter.
- 15 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2018 and 20 closed out, a net change of -5 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2018 was Regal Investment Advisors, an estimated $7.24M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $25.9M sold.
Based on aggregated 13F filings for Q3 2018.