iShares Core 80/20 Aggressive Allocation ETF
220 hedge funds and large institutions have $311M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 105 increasing their positions, 58 reducing their positions, and 19 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 58
35% more capital inflows, than outflows
Capital inflows: $19.7M | Capital outflows: $14.6M
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
0.66% less ownership
Funds ownership: 22.31% → 21.65% (-0.66%)
1% less funds holding
Funds holding: 222 → 220 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.68M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.59M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$1.38M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1M |
| 5 |
CF
Clarity Financial
Houston,
Texas
|
+$858K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSA
Marino Stram & Associates
Braintree,
Massachusetts
|
-$2.67M |
| 2 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$1.81M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.72M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$1.6M |
| 5 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$842K |
AOA Hedge Fund Activity: Q2 2021 in Review
220 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2021, worth a combined $311M — up 6.9% from $291M a quarter earlier.
Fund positioning in AOA was balanced in Q2 2021: 19 funds opened new positions, 19 closed out, 105 added to existing stakes and 58 trimmed.
The largest buyer was Jane Street, adding an estimated $2.68M. The largest seller was Marino Stram & Associates, exiting entirely with an estimated $2.67M sold.
- 220 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2021, down from 222 in Q1 2021.
- Funds reported $311M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2021, up 6.9% quarter-over-quarter.
- 19 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2021 and 19 closed out, a net change of 0 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2021 was Jane Street, an estimated $2.68M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2021 was Marino Stram & Associates, an estimated $2.67M sold.
Based on aggregated 13F filings for Q2 2021.