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iShares Core 80/20 Aggressive Allocation ETF

101 hedge funds and large institutions have $129M invested in iShares Core 80/20 Aggressive Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

17% more capital invested

Capital invested by funds: $110M → $129M (+$18.9M)

13% more funds holding

Funds holding: 89101 (+12)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.16% less ownership

Funds ownership: 19.36%19.2% (-0.16%)

Holders
101
Holders Change
+12
Holders Change %
+13.48%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
45
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$23.2M +$2.46M +48,191 +12%
Wells Fargo
2
Wells Fargo
California
$11.3M -$1.69M -33,220 -13%
AIP
3
Ahrens Investment Partners
Louisiana
$10.1M +$3.39M +66,436 +51%
RIA
4
Regal Investment Advisors
Michigan
$5.67M +$3.82M +74,779 +216%
LIA
5
LBMC Investment Advisors
Tennessee
$5.57M -$157K -3,076 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.85M +$314K +6,154 +7%
LPL Financial
7
LPL Financial
California
$4.8M -$85.4K -1,674 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.61M -$106K -2,084 -2%
PAMG
9
Patton Albertson Miller Group
Tennessee
$3.88M +$23.1K +453 +0.6%
Morgan Stanley
10
Morgan Stanley
New York
$3.72M +$959K +18,787 +35%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.47M +$1.84M +36,131 +311%
MFS
12
Madrona Financial Services
Washington
$2.3M +$99.9K +1,957 +5%
ACS
13
Archford Capital Strategies
Illinois
$2.26M +$156K +3,057 +8%
PWAG
14
Polaris Wealth Advisory Group
California
$2.07M -$90.8K -1,780 -4%
AAS
15
Annex Advisory Services
Wisconsin
$1.85M +$30.3K +594 +2%
SWP
16
Stratos Wealth Partners
Ohio
$1.71M +$67.6K +1,325 +4%
CAN
17
Cetera Advisor Networks
California
$1.58M +$16.3K +320 +1%
PWM
18
Patriot Wealth Management
Texas
$1.5M +$43.7K +857 +3%
Jane Street
19
Jane Street
New York
$1.46M +$1.43M +28,123 New
AF
20
Allworth Financial
California
$1.37M -$293K -5,738 -18%
WA
21
Waverly Advisors
Alabama
$1.34M +$147K +2,882 +13%
NWM
22
Northwest Wealth Management
Iowa
$1.26M +$173K +3,384 +16%
CCM
23
Canal Capital Management
Virginia
$1.24M +$27.8K +544 +2%
LPT
24
Legacy Private Trust
Wisconsin
$1.17M +$94.4K +1,851 +9%
UBS Group
25
UBS Group
Switzerland
$1.15M +$424K +8,312 +60%

AOA Hedge Fund Activity: Q2 2017 in Review

101 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2017, worth a combined $129M — up 17% from $110M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AOA positions and 3 closed out — a net gain of 12 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was Regal Investment Advisors, adding an estimated $3.82M. The largest seller was Wells Fargo, cutting an estimated $1.69M.

  • 101 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2017, up from 89 in Q1 2017.
  • Funds reported $129M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2017, up 17% quarter-over-quarter.
  • 15 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2017 and 3 closed out, a net change of +12 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2017 was Regal Investment Advisors, an estimated $3.82M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2017 was Wells Fargo, an estimated $1.69M sold.

Based on aggregated 13F filings for Q2 2017.