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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.

New
Increased
Maintained
Reduced
Closed

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

11% more capital invested

Capital invested by funds: $61.2M → $68.1M (+$6.91M)

9% more funds holding

Funds holding: 7582 (+7)

0.69% more ownership

Funds ownership: 15.11%15.8% (+0.69%)

Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
34
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Allworth Financial
California
$14.9M +$6.55M +143,967 +79%
Bank of America
2
Bank of America
North Carolina
$4.91M +$887K +19,497 +22%
LIA
3
LBMC Investment Advisors
Tennessee
$4.76M +$307K +6,749 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.63M +$754K +16,560 +26%
LPL Financial
5
LPL Financial
California
$3.4M -$2.97M -65,209 -46%
Jane Street
6
Jane Street
New York
$3.28M -$152K -3,343 -4%
PAMG
7
Patton Albertson Miller Group
Tennessee
$2.7M +$2.68M +58,920 New
PWAG
8
Polaris Wealth Advisory Group
California
$1.62M +$224K +4,925 +16%
MFS
9
Madrona Financial Services
Washington
$1.5M +$132K +2,892 +10%
VKH
10
Virtu KCG Holdings
New York
$1.45M +$433K +9,510 +43%
ACS
11
Archford Capital Strategies
Illinois
$1.44M +$71.9K +1,579 +5%
AAS
12
Annex Advisory Services
Wisconsin
$1.41M +$67.7K +1,488 +5%
RIA
13
Regal Investment Advisors
Michigan
$1.26M +$1.36K +30 +0.1%
PWM
14
Patriot Wealth Management
Texas
$1.19M +$36K +791 +3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.07M -$403K -8,865 -27%
EA
16
Efficient Advisors
Ohio
$997K -$36.8K -808 -4%
CAN
17
Cetera Advisor Networks
California
$902K +$30K +660 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$849K -$16.3K -358 -2%
CCM
19
Canal Capital Management
Virginia
$840K -$59.6K -1,310 -7%
UCFA
20
United Capital Financial Advisors
Texas
$817K -$13.7K -302 -2%
SCM
21
Stonehearth Capital Management
Massachusetts
$787K +$59.4K +1,305 +8%
CMP
22
Courage Miller Partners
Virginia
$779K +$10.2K +223 +1%
JWM
23
Jackson Wealth Management
Florida
$745K +$45.1K +991 +7%
IA
24
IFP Advisors
Florida
$745K +$627K +13,782 +561%
VFS
25
VSR Financial Services
Kansas
$663K -$259K -5,699 -28%

AOA Hedge Fund Activity: Q2 2016 in Review

82 of the 3,748 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.