We are live on ! Find out more
AOA icon

iShares Core 80/20 Aggressive Allocation ETF
AOA

30 hedge funds and large institutions have $12.9M invested in iShares Core 80/20 Aggressive Allocation ETF in 2013 Q2 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

8.4% more ownership

Funds ownership: 0% → 8.4% (+8.4%)

Holders
30
Holders Change
+30
Holders Change %
–
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$2.31M +$2.33M +57,842 New
LIA
2
LBMC Investment Advisors
Tennessee
$1.88M +$1.9M +47,004 New
Bank of America
3
Bank of America
North Carolina
$1.16M +$1.17M +29,056 New
EA
4
Efficient Advisors
Ohio
$891K +$900K +22,300 New
PWM
5
Patriot Wealth Management
Texas
$658K +$664K +16,458 New
CMP
6
Courage Miller Partners
Virginia
$652K +$658K +16,316 New
AAS
7
Annex Advisory Services
Wisconsin
$644K +$650K +16,123 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$625K +$631K +15,631 New
GIM
9
Goelzer Investment Management
Indiana
$569K +$574K +14,230 New
VFS
10
VSR Financial Services
Kansas
$544K +$549K +13,621 New
CAN
11
Cetera Advisor Networks
California
$489K +$493K +12,232 New
DFIM
12
Detwiler Fenton Investment Management
Massachusetts
$387K +$390K +9,675 New
Jane Street
13
Jane Street
New York
$364K +$367K +9,100 New
NC
14
NewSquare Capital
Pennsylvania
$362K +$365K +9,056 New
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$264K +$267K +6,612 New
U
16
UBS
Switzerland
$262K +$265K +6,564 New
Morgan Stanley
17
Morgan Stanley
New York
$251K +$253K +6,266 New
WA
18
WBH Advisory
Maryland
$216K +$219K +5,428 New
SFS
19
Signator Financial Services
Massachusetts
$192K +$194K +4,815 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$44K +$44.4K +1,100 New
AA
21
AlphaMark Advisors
Kentucky
$32K +$32.3K +800 New
Wells Fargo
22
Wells Fargo
California
$32K +$32.3K +801 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$25K +$25.4K +630 New
RIA
24
Regal Investment Advisors
Michigan
$24K +$24.2K +600 New
PAS
25
Partnervest Advisory Services
California
$14K +$13.6K +338 New
1
2

AOA Hedge Fund Activity: Q2 2013 in Review

30 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2013, worth a combined $12.9M.

Buyers outnumbered sellers: 30 funds opened new AOA positions and 0 closed out — a net gain of 30 holders — while 0 added to existing stakes and 0 trimmed.

  • 30 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $12.9M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2013.
  • 30 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2013 and 0 closed out, a net change of +30 holders.

Based on aggregated 13F filings for Q2 2013.