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iShares Core 80/20 Aggressive Allocation ETF

69 hedge funds and large institutions have $189M invested in iShares Core 80/20 Aggressive Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more capital invested

Capital invested by funds: $50.1M → $189M (+$139M)

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

23.48% more ownership

Funds ownership: 13.82%37.29% (+23%)

15% more funds holding

Funds holding: 6069 (+9)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
27
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$75M +$70.1M +1,539,272 +1,150%
Bank of America
2
Bank of America
North Carolina
$60.6M +$53.6M +1,177,130 +674%
LPL Financial
3
LPL Financial
California
$7.12M +$3.18M +69,686 +77%
LIA
4
LBMC Investment Advisors
Tennessee
$3.97M +$230K +5,051 +6%
AF
5
Allworth Financial
California
$3.91M +$1.36M +29,845 +52%
BC
6
Brinker Capital
Pennsylvania
$3.77M +$3.83M +84,126 New
Ameriprise
7
Ameriprise
Minnesota
$3.42M +$217K +4,760 +7%
JCM
8
Janney Capital Management
Pennsylvania
$2.92M +$2.97M +65,101 New
M&T Bank
9
M&T Bank
New York
$2.49M +$2.53M +55,441 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.26M +$476K +10,436 +26%
PWM
11
Patriot Wealth Management
Texas
$1.47M +$49.2K +1,080 +3%
RIA
12
Regal Investment Advisors
Michigan
$1.26M +$797K +17,497 +166%
AAS
13
Annex Advisory Services
Wisconsin
$1.25M +$66.7K +1,463 +6%
ACS
14
Archford Capital Strategies
Illinois
$1.23M -$194K -4,260 -13%
VFS
15
VSR Financial Services
Kansas
$1.08M -$119K -2,615 -10%
PWAG
16
Polaris Wealth Advisory Group
California
$1.08M +$227K +4,981 +26%
EA
17
Efficient Advisors
Ohio
$1.02M -$7.75K -170 -0.7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$910K +$163K +3,587 +21%
CCM
19
Canal Capital Management
Virginia
$901K +$155K +3,391 +20%
CAN
20
Cetera Advisor Networks
California
$895K -$3.87K -85 -0.4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$825K +$526K +11,545 +169%
IA
22
IFP Advisors
Florida
$764K +$777K +17,042 New
Morgan Stanley
23
Morgan Stanley
New York
$741K +$399K +8,761 +113%
SCM
24
Stonehearth Capital Management
Massachusetts
$733K -$15.5K -340 -2%
CMP
25
Courage Miller Partners
Virginia
$726K +$16.3K +358 +2%

AOA Hedge Fund Activity: Q4 2015 in Review

69 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2015, worth a combined $189M — up 277% from $50.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AOA positions and 5 closed out — a net gain of 12 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $70.1M. The largest seller was Jane Street, exiting entirely with an estimated $3.25M sold.

  • 69 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2015, up from 60 in Q3 2015.
  • Funds reported $189M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2015, up 277% quarter-over-quarter.
  • 17 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2015 and 5 closed out, a net change of +12 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2015 was Wells Fargo, an estimated $70.1M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2015 was Jane Street, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2015.