iShares Core 80/20 Aggressive Allocation ETF
155 hedge funds and large institutions have $202M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 20 closing their positions.
50% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 20
27% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 45
3% more funds holding
Funds holding: 150 → 155 (+5)
16.89% less ownership
Funds ownership: 38.62% → 21.73% (-17%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
44% less capital invested
Capital invested by funds: $363M → $202M (-$161M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$13.3M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$4.2M |
| 3 |
Jane Street
New York
|
+$2.63M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$1.67M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$151M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$26.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.1M |
| 4 |
BSWM
Boston Standard Wealth Management
Winchester,
Massachusetts
|
-$13.3M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$6.77M |
AOA Hedge Fund Activity: Q1 2019 in Review
155 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2019, worth a combined $202M — down 44% from $363M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new AOA positions and 20 closed out — a net gain of 10 holders — while 57 added to existing stakes and 45 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $13.3M. The largest seller was Wells Fargo, cutting an estimated $151M.
- 155 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2019, up from 150 in Q4 2018.
- Funds reported $202M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2019, down 44% quarter-over-quarter.
- 30 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2019 and 20 closed out, a net change of +10 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2019 was AssetMark Inc, an estimated $13.3M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2019 was Wells Fargo, an estimated $151M sold.
Based on aggregated 13F filings for Q1 2019.