We are live on ! Find out more
AOA icon

iShares Core 80/20 Aggressive Allocation ETF

189 hedge funds and large institutions have $244M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 78 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 12

105% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 38

22% more funds holding

Funds holding: 155189 (+34)

15% more capital invested

Capital invested by funds: $213M → $244M (+$31.7M)

1.01% more ownership

Funds ownership: 22.26%23.27% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
189
Holders Change
+34
Holders Change %
+21.94%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
78
Reduced
38
Closed
12
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
$36.6M +$820K +14,549 +2%
AssetMark Inc
2
AssetMark Inc
California
$19.3M +$899K +15,949 +5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$14.4M +$889K +15,774 +7%
TC
4
Trilogy Capital
California
$12.2M +$988K +17,539 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.4M -$832K -14,760 -7%
LIA
6
LBMC Investment Advisors
Tennessee
$9.02M +$230K +4,089 +3%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$7.43M -$276K -4,891 -4%
LPL Financial
8
LPL Financial
California
$5.66M +$198K +3,516 +4%
Wells Fargo
9
Wells Fargo
California
$5.57M +$3.05M +54,166 +129%
PAMG
10
Patton Albertson Miller Group
Tennessee
$4.88M +$167K +2,962 +4%
AIP
11
Ahrens Investment Partners
Louisiana
$4.17M -$291K -5,171 -7%
NWM
12
Northwest Wealth Management
Iowa
$3.87M +$747K +13,258 +25%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.76M +$1.56M +27,632 +74%
Morgan Stanley
14
Morgan Stanley
New York
$3.76M +$403K +7,144 +12%
WA
15
Waverly Advisors
Alabama
$3.3M +$206K +3,659 +7%
MSA
16
Marino Stram & Associates
Massachusetts
$3.15M -$90.6K -1,607 -3%
WP
17
WealthPLAN Partners
Nebraska
$3.14M +$8.9K +158 +0.3%
AAS
18
Annex Advisory Services
Wisconsin
$3.05M +$118K +2,100 +4%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$2.87M +$64.9K +1,151 +2%
AWM
20
AE Wealth Management
Kansas
$2.84M +$1.72M +30,576 +166%
PWAG
21
Polaris Wealth Advisory Group
California
$2.82M -$55.3K -981 -2%
ACS
22
Archford Capital Strategies
Illinois
$2.36M -$35.1K -622 -2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.35M -$1.42M -25,199 -37%
WWM
24
Western Wealth Management
Colorado
$2.33M +$51.3K +911 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$2.18M +$1.34M +23,736 +171%

AOA Hedge Fund Activity: Q4 2019 in Review

189 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2019, worth a combined $244M — up 15% from $213M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AOA positions and 12 closed out — a net gain of 36 holders — while 78 added to existing stakes and 38 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.05M. The largest seller was Jane Street, cutting an estimated $1.95M.

  • 189 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2019, up from 155 in Q3 2019.
  • Funds reported $244M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 48 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2019 and 12 closed out, a net change of +36 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2019 was Wells Fargo, an estimated $3.05M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2019 was Jane Street, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2019.