iShares Core 80/20 Aggressive Allocation ETF
206 hedge funds and large institutions have $278M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 44 reducing their positions, and 14 closing their positions.
214% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 14
107% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 44
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
20% more capital invested
Capital invested by funds: $231M → $278M (+$46.5M)
16% more funds holding
Funds holding: 177 → 206 (+29)
1.12% more ownership
Funds ownership: 22.2% → 23.31% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$4.08M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.45M |
| 4 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$1.27M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.44M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$2.35M |
| 3 |
Jane Street
New York
|
-$1.75M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$875K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$825K |
AOA Hedge Fund Activity: Q4 2020 in Review
206 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2020, worth a combined $278M — up 20% from $231M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new AOA positions and 14 closed out — a net gain of 30 holders — while 91 added to existing stakes and 44 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $4.08M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.44M sold.
- 206 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2020, up from 177 in Q3 2020.
- Funds reported $278M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2020, up 20% quarter-over-quarter.
- 44 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2020 and 14 closed out, a net change of +30 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2020 was Trilogy Capital, an estimated $4.08M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2020 was Citadel Advisors, an estimated $2.44M sold.
Based on aggregated 13F filings for Q4 2020.