iShares Core 80/20 Aggressive Allocation ETF
150 hedge funds and large institutions have $363M invested in iShares Core 80/20 Aggressive Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 24 closing their positions.
1,128% more capital inflows, than outflows
Capital inflows: $257M | Capital outflows: $20.9M
62% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 34
58% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 24
20.04% more ownership
Funds ownership: 18.58% → 38.62% (+20%)
8% more funds holding
Funds holding: 139 → 150 (+11)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$150M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$27.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$25.5M |
| 4 |
BSWM
Boston Standard Wealth Management
Winchester,
Massachusetts
|
+$13.1M |
| 5 |
RFG Advisory
Birmingham,
Alabama
|
+$6.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.95M |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$2.66M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.05M |
| 4 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$1.66M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.1M |
AOA Hedge Fund Activity: Q4 2018 in Review
150 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2018, worth a combined $363M — up 114% from $170M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AOA positions and 24 closed out — a net gain of 14 holders — while 55 added to existing stakes and 34 trimmed.
The largest buyer was Wells Fargo, adding an estimated $150M. The largest seller was Jane Street, exiting entirely with an estimated $5.95M sold.
- 150 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2018, up from 139 in Q3 2018.
- Funds reported $363M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2018, up 114% quarter-over-quarter.
- 38 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2018 and 24 closed out, a net change of +14 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2018 was Wells Fargo, an estimated $150M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2018 was Jane Street, an estimated $5.95M sold.
Based on aggregated 13F filings for Q4 2018.