iShares Core 80/20 Aggressive Allocation ETF
44 hedge funds and large institutions have $24M invested in iShares Core 80/20 Aggressive Allocation ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
101% more capital inflows, than outflows
Capital inflows: $4.41M | Capital outflows: $2.19M
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
16% more funds holding
Funds holding: 38 → 44 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$2.36M |
| 2 |
Allworth Financial
Folsom,
California
|
+$373K |
| 3 |
Goldman Sachs
New York
|
+$305K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$246K |
| 5 |
Virtu KCG Holdings
New York
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$685K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$588K |
| 3 |
LPL Financial
San Diego,
California
|
-$572K |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$87K |
| 5 |
EA
Efficient Advisors
Mason,
Ohio
|
-$58.8K |
AOA Hedge Fund Activity: Q3 2014 in Review
44 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2014, worth a combined $24M — up 6.1% from $22.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AOA positions and 2 closed out — a net gain of 6 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was LBMC Investment Advisors, adding an estimated $2.36M. The largest seller was Susquehanna International Group, cutting an estimated $685K.
- 44 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2014, up from 38 in Q2 2014.
- Funds reported $24M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2014, up 6.1% quarter-over-quarter.
- 8 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2014 and 2 closed out, a net change of +6 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2014 was LBMC Investment Advisors, an estimated $2.36M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2014 was Susquehanna International Group, an estimated $685K sold.
Based on aggregated 13F filings for Q3 2014.