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iShares Core 80/20 Aggressive Allocation ETF
AOA

218 hedge funds and large institutions have $302M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 57

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1% less funds holding

Funds holding: 220 → 218 (-2)

3% less capital invested

Capital invested by funds: $311M → $302M (-$8.97M)

1.07% less ownership

Funds ownership: 21.65% → 20.57% (-1.1%)

Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
18
Increased
106
Reduced
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSA
Marino Stram & Associates
Massachusetts
+$2.79M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.24M
3
Citadel Advisors
Citadel Advisors
Florida
+$2M
4
OMC
Old Mission Capital
Illinois
+$1.53M
5
GM
GeoWealth Management
Illinois
+$1.52M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
-$7.44M
2
Jane Street
Jane Street
New York
-$2.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.21M
4
KAS
Kestra Advisory Services
Texas
-$1.16M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
226
Advisory Services Network
Georgia
– -$87K -1,230 Closed
AWA
227
Arkadios Wealth Advisors
Georgia
– -$42K -600 Closed
JAWM
228
J. Arnold Wealth Management
Ohio
– -$30K -424 Closed
SB
229
Strategic Blueprint
Georgia
– -$29K -416 Closed
PWP
230
Personal Wealth Partners
Minnesota
– -$12K -164 Closed
PWS
231
Paragon Wealth Strategies
Florida
– -$8K -112 Closed
AIP
232
Ameritas Investment Partners
Nebraska
– -$3K -43 Closed
EFSCE
233
Enterprise Financial Services Corp (EFSC)
Missouri
– -$2K -28 Closed
TRCT
234
Tower Research Capital (TRC)
New York
– +$214 +3 New
6 7 8 9
10

AOA Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2021, worth a combined $302M — down 2.9% from $311M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AOA positions and 17 closed out — a net gain of 1 holder — while 106 added to existing stakes and 57 trimmed.

The largest buyer was Marino Stram & Associates, opening a new position worth an estimated $2.79M. The largest seller was LBMC Investment Advisors, cutting an estimated $7.44M.

  • 218 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2021, down from 220 in Q2 2021.
  • Funds reported $302M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 18 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2021 and 17 closed out, a net change of +1 holder.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2021 was Marino Stram & Associates, an estimated $2.79M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2021 was LBMC Investment Advisors, an estimated $7.44M sold.

Based on aggregated 13F filings for Q3 2021.