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iShares Core 80/20 Aggressive Allocation ETF

141 hedge funds and large institutions have $164M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

74% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 34

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

5% more funds holding

Funds holding: 134141 (+7)

2% more capital invested

Capital invested by funds: $160M → $164M (+$3.97M)

1.04% less ownership

Funds ownership: 20.15%19.11% (-1%)

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
3.23%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
23
Increased
59
Reduced
34
Closed
16
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
$26.1M +$363K +6,656 +1%
AIP
2
Ahrens Investment Partners
Louisiana
$9.79M -$664K -12,156 -6%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$8.21M +$1.1M +20,065 +15%
Jane Street
4
Jane Street
New York
$7.4M +$7.55M +138,315 New
LIA
5
LBMC Investment Advisors
Tennessee
$6.46M +$405K +7,410 +7%
LPL Financial
6
LPL Financial
California
$5.66M +$288K +5,277 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.44M +$411K +7,527 +8%
Wells Fargo
8
Wells Fargo
California
$4.29M -$12.6M -231,336 -74%
PAMG
9
Patton Albertson Miller Group
Tennessee
$3.84M +$82.9K +1,518 +2%
Morgan Stanley
10
Morgan Stanley
New York
$3.71M -$348K -6,368 -8%
MFS
11
Madrona Financial Services
Washington
$3.02M +$222K +4,064 +8%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.87M +$574K +10,519 +24%
LFS
13
Legacy Financial Strategies
Kansas
$2.86M +$1.54M +28,193 +112%
MSA
14
Marino Stram & Associates
Massachusetts
$2.75M +$94.3K +1,728 +3%
ACS
15
Archford Capital Strategies
Illinois
$2.74M +$169K +3,088 +7%
PWAG
16
Polaris Wealth Advisory Group
California
$2.56M -$31.4K -576 -1%
UBS Group
17
UBS Group
Switzerland
$2.56M -$12K -219 -0.5%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.51M +$2.56M +46,839 New
Stifel Financial
19
Stifel Financial
Missouri
$2.42M +$1.29M +23,643 +110%
VF
20
Virtu Financial
New York
$2.22M +$2.27M +41,535 New
AAS
21
Annex Advisory Services
Wisconsin
$2.21M +$156K +2,862 +7%
SWP
22
Stratos Wealth Partners
Ohio
$2.13M +$81.7K +1,496 +4%
Citadel Advisors
23
Citadel Advisors
Florida
$1.99M +$2.03M +37,217 New
CAN
24
Cetera Advisor Networks
California
$1.72M -$9.61K -176 -0.5%
PWM
25
Patriot Wealth Management
Texas
$1.67M +$27.5K +504 +2%

AOA Hedge Fund Activity: Q1 2018 in Review

141 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2018, worth a combined $164M — up 2.5% from $160M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new AOA positions and 16 closed out — a net gain of 7 holders — while 59 added to existing stakes and 34 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.55M. The largest seller was Wells Fargo, cutting an estimated $12.6M.

  • 141 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2018, up from 134 in Q4 2017.
  • Funds reported $164M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2018, up 2.5% quarter-over-quarter.
  • 23 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2018 and 16 closed out, a net change of +7 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2018 was Jane Street, an estimated $7.55M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2018 was Wells Fargo, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2018.