iShares Core 80/20 Aggressive Allocation ETF
218 hedge funds and large institutions have $302M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 57 reducing their positions, and 17 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 57
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less funds holding
Funds holding: 220 → 218 (-2)
3% less capital invested
Capital invested by funds: $311M → $302M (-$8.97M)
1.07% less ownership
Funds ownership: 21.65% → 20.57% (-1.1%)
Top Buyers
Top Sellers
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$7.44M |
| 2 |
Jane Street
New York
|
-$2.29M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.21M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.16M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.06M |
AOA Hedge Fund Activity: Q3 2021 in Review
218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2021, worth a combined $302M — down 2.9% from $311M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AOA positions and 17 closed out — a net gain of 1 holder — while 106 added to existing stakes and 57 trimmed.
The largest buyer was Marino Stram & Associates, opening a new position worth an estimated $2.79M. The largest seller was LBMC Investment Advisors, cutting an estimated $7.44M.
- 218 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2021, down from 220 in Q2 2021.
- Funds reported $302M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2021, down 2.9% quarter-over-quarter.
- 18 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2021 and 17 closed out, a net change of +1 holder.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2021 was Marino Stram & Associates, an estimated $2.79M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2021 was LBMC Investment Advisors, an estimated $7.44M sold.
Based on aggregated 13F filings for Q3 2021.