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iShares Core 80/20 Aggressive Allocation ETF

56 hedge funds and large institutions have $77.4M invested in iShares Core 80/20 Aggressive Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

225% more capital invested

Capital invested by funds: $23.8M → $77.4M (+$53.6M)

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

27% more funds holding

Funds holding: 4456 (+12)

13.96% more ownership

Funds ownership: 8.85%22.81% (+14%)

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
20
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$21M +$20.5M +446,575 +6,692%
Bank of America
2
Bank of America
North Carolina
$15.2M +$12.2M +265,308 +426%
MAA
3
Managed Account Advisors
New Jersey
$11.6M +$11.5M +250,943 New
LIA
4
LBMC Investment Advisors
Tennessee
$3.36M +$63.9K +1,392 +2%
Ameriprise
5
Ameriprise
Minnesota
$2.99M +$1.36M +29,582 +85%
LPL Financial
6
LPL Financial
California
$2.58M +$679K +14,778 +36%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.27M +$2M +43,579 +776%
HC
8
HHG & Company
Connecticut
$1.9M +$1.89M +41,102 New
VFS
9
VSR Financial Services
Kansas
$1.28M +$357K +7,771 +39%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.19M +$166K +3,621 +16%
PWM
11
Patriot Wealth Management
Texas
$1.18M +$4.96K +108 +0.4%
AAS
12
Annex Advisory Services
Wisconsin
$1.05M +$105K +2,287 +11%
ACS
13
Archford Capital Strategies
Illinois
$1.03M +$181K +3,944 +21%
EA
14
Efficient Advisors
Ohio
$962K -$322 -7 -0%
SCM
15
Stonehearth Capital Management
Massachusetts
$906K +$899K +19,569 New
M&T Bank
16
M&T Bank
New York
$891K +$884K +19,255 New
AF
17
Allworth Financial
California
$780K +$176K +3,834 +29%
ICAS
18
Investors Capital Advisory Services
Massachusetts
$779K -$148K -3,217 -16%
CAN
19
Cetera Advisor Networks
California
$749K -$126K -2,742 -14%
CMP
20
Courage Miller Partners
Virginia
$736K +$8.77K +191 +1%
Morgan Stanley
21
Morgan Stanley
New York
$702K +$275K +5,993 +65%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$604K +$13.6K +297 +2%
NC
23
NewSquare Capital
Pennsylvania
$440K -$70.6K -1,536 -14%
MFS
24
Madrona Financial Services
Washington
$438K +$434K +9,458 New
BSWM
25
Boston Standard Wealth Management
Massachusetts
$336K +$337K +7,342 New

AOA Hedge Fund Activity: Q4 2014 in Review

56 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2014, worth a combined $77.4M — up 225% from $23.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AOA positions and 4 closed out — a net gain of 13 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $20.5M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $743K sold.

  • 56 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2014, up from 44 in Q3 2014.
  • Funds reported $77.4M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2014, up 225% quarter-over-quarter.
  • 17 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2014 and 4 closed out, a net change of +13 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2014 was Wells Fargo, an estimated $20.5M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2014 was Virtu KCG Holdings, an estimated $743K sold.

Based on aggregated 13F filings for Q4 2014.