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iShares Core 80/20 Aggressive Allocation ETF

33 hedge funds and large institutions have $17.9M invested in iShares Core 80/20 Aggressive Allocation ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

39% more capital invested

Capital invested by funds: $12.9M → $17.9M (+$4.98M)

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

10% more funds holding

Funds holding: 3033 (+3)

1.39% more ownership

Funds ownership: 8.4%9.8% (+1.4%)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.62M +$160K +3,878 +7%
Bank of America
2
Bank of America
North Carolina
$2.42M +$1.18M +28,518 +98%
LIA
3
LBMC Investment Advisors
Tennessee
$2.09M +$115K +2,781 +6%
VKH
4
Virtu KCG Holdings
New York
$1.46M +$1.44M +34,937 New
U
5
UBS
Switzerland
$1.21M +$919K +22,260 +339%
EA
6
Efficient Advisors
Ohio
$988K +$50.6K +1,225 +5%
CAN
7
Cetera Advisor Networks
California
$708K +$191K +4,624 +38%
PWM
8
Patriot Wealth Management
Texas
$704K +$12.6K +304 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$684K +$27.7K +670 +4%
CMP
10
Courage Miller Partners
Virginia
$658K -$26.5K -642 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$632K +$623K +15,092 New
AAS
12
Annex Advisory Services
Wisconsin
$601K -$74.8K -1,811 -11%
VFS
13
VSR Financial Services
Kansas
$434K -$136K -3,283 -24%
DFIM
14
Detwiler Fenton Investment Management
Massachusetts
$423K +$16.6K +401 +4%
GIM
15
Goelzer Investment Management
Indiana
$299K -$294K -7,115 -50%
Morgan Stanley
16
Morgan Stanley
New York
$295K +$31.3K +757 +12%
NC
17
NewSquare Capital
Pennsylvania
$287K -$91.7K -2,220 -25%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$253K +$249K +6,025 New
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$236K -$41.4K -1,002 -15%
WA
20
WBH Advisory
Maryland
$215K -$12.7K -308 -6%
Jane Street
21
Jane Street
New York
$205K -$174K -4,222 -46%
SFS
22
Signator Financial Services
Massachusetts
$202K
FWM
23
Focused Wealth Management
New York
$61K +$60K +1,453 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$42K +$15.1K +366 +58%
Creative Planning
25
Creative Planning
Kansas
$31K +$16.8K +406 +118%

AOA Hedge Fund Activity: Q3 2013 in Review

33 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2013, worth a combined $17.9M — up 39% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AOA positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $1.18M. The largest seller was Goelzer Investment Management, cutting an estimated $294K.

  • 33 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2013, up from 30 in Q2 2013.
  • Funds reported $17.9M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2013, up 39% quarter-over-quarter.
  • 5 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2013 and 2 closed out, a net change of +3 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2013 was Bank of America, an estimated $1.18M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2013 was Goelzer Investment Management, an estimated $294K sold.

Based on aggregated 13F filings for Q3 2013.