We are live on ! Find out more
AOA icon

iShares Core 80/20 Aggressive Allocation ETF

38 hedge funds and large institutions have $22.6M invested in iShares Core 80/20 Aggressive Allocation ETF in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

2% less capital invested

Capital invested by funds: $23.1M → $22.6M (-$522K)

1.25% less ownership

Funds ownership: 9.88%8.63% (-1.3%)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
21
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.94M +$30.2K +658 +1%
LPL Financial
2
LPL Financial
California
$2.51M -$880K -19,172 -26%
Ameriprise
3
Ameriprise
Minnesota
$1.4M +$558K +12,158 +70%
PWM
4
Patriot Wealth Management
Texas
$1.14M +$74.7K +1,627 +7%
EA
5
Efficient Advisors
Ohio
$1.04M -$43.5K -949 -4%
LIA
6
LBMC Investment Advisors
Tennessee
$965K -$2.11M -46,004 -69%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$959K -$420K -9,153 -31%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$957K +$179K +3,902 +24%
CAN
9
Cetera Advisor Networks
California
$941K +$101K +2,202 +12%
AAS
10
Annex Advisory Services
Wisconsin
$938K +$82K +1,786 +10%
ICAS
11
Investors Capital Advisory Services
Massachusetts
$928K +$6.52K +142 +0.7%
Wells Fargo
12
Wells Fargo
California
$911K +$605K +13,182 +215%
VFS
13
VSR Financial Services
Kansas
$795K +$116K +2,534 +18%
CMP
14
Courage Miller Partners
Virginia
$772K +$37.5K +817 +5%
ACS
15
Archford Capital Strategies
Illinois
$693K +$290K +6,317 +76%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$602K +$5.83K +127 +1%
NC
17
NewSquare Capital
Pennsylvania
$567K -$35.3K -770 -6%
VKH
18
Virtu KCG Holdings
New York
$546K -$648K -14,124 -55%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$460K +$103K +2,251 +30%
Morgan Stanley
20
Morgan Stanley
New York
$417K +$47.2K +1,029 +13%
GIM
21
Goelzer Investment Management
Indiana
$272K -$39K -850 -13%
AIG
22
American International Group
New York
$241K
AF
23
Allworth Financial
California
$236K +$230K +5,002 New
WA
24
WBH Advisory
Maryland
$234K -$7.57K -165 -3%
OC
25
Oakworth Capital
Alabama
$211K +$40.3K +878 +24%

AOA Hedge Fund Activity: Q2 2014 in Review

38 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2014, worth a combined $22.6M — down 2.3% from $23.1M a quarter earlier.

Fund positioning in AOA was balanced in Q2 2014: 1 fund opened new positions, 1 closed out, 21 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $605K. The largest seller was LBMC Investment Advisors, cutting an estimated $2.11M.

  • 38 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $22.6M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2014, down 2.3% quarter-over-quarter.
  • 1 fund opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2014 and 1 closed out, a net change of 0 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2014 was Wells Fargo, an estimated $605K added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2014 was LBMC Investment Advisors, an estimated $2.11M sold.

Based on aggregated 13F filings for Q2 2014.