iShares Core 80/20 Aggressive Allocation ETF
82 hedge funds and large institutions have $68.1M invested in iShares Core 80/20 Aggressive Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
79% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 19
64% more capital inflows, than outflows
Capital inflows: $15.5M | Capital outflows: $9.44M
9% more funds holding
Funds holding: 75 → 82 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allworth Financial
Folsom,
California
|
+$6.55M |
| 2 |
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
+$2.68M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$887K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$754K |
| 5 |
IFP Advisors
Tampa,
Florida
|
+$627K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.25M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.97M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.41M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$403K |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$285K |
AOA Hedge Fund Activity: Q2 2016 in Review
82 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2016, worth a combined $68.1M — up 11% from $61.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AOA positions and 5 closed out — a net gain of 7 holders — while 34 added to existing stakes and 19 trimmed.
The largest buyer was Allworth Financial, adding an estimated $6.55M. The largest seller was Ameriprise, cutting an estimated $3.25M.
- 82 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2016, up from 75 in Q1 2016.
- Funds reported $68.1M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2016, up 11% quarter-over-quarter.
- 12 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2016 and 5 closed out, a net change of +7 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2016 was Allworth Financial, an estimated $6.55M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2016 was Ameriprise, an estimated $3.25M sold.
Based on aggregated 13F filings for Q2 2016.