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iShares Core 80/20 Aggressive Allocation ETF
AOA

318 hedge funds and large institutions have $454M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

49% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 96

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

5% more capital invested

Capital invested by funds: $433M → $454M (+$20.9M)

1% more funds holding

Funds holding: 315 → 318 (+3)

0.68% less ownership

Funds ownership: 30.68% → 30% (-0.68%)

Holders
318
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
32
Increased
143
Reduced
96
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$2.97M
2
Wells Fargo
Wells Fargo
California
+$2.91M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.73M
4
GVAG
Great Valley Advisor Group
Delaware
+$1.99M
5
FAIM
Financial Advocates Investment Management
Washington
+$1.49M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$9.82M
2
Jane Street
Jane Street
New York
-$4.54M
3
ECA
Elevation Capital Advisory
Oregon
-$3.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.51M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$227K +$380 +5 +0.2%
CHA
227
Cooper/Haims Advisors
New York
$226K +$218K +2,866 New
MWM
228
Meridian Wealth Management
Kentucky
$225K +$217K +2,858 New
TFA
229
TPG Financial Advisors
Oregon
$222K +$7.29K +96 +4%
BA
230
Bellwether Advisors
Nebraska
$218K +$210K +2,759 New
S
231
SignatureFD
Georgia
$217K +$1.44K +19 +0.7%
HIP
232
HUB Investment Partners
Texas
$215K -$221K -2,903 -52%
CCA
233
Cora Capital Advisors
New Jersey
$207K -$24.7K -325 -11%
MFS
234
McNamara Financial Services
Massachusetts
$206K +$198K +2,607 New
KWM
235
Keebeck Wealth Management
Illinois
$203K +$196K +2,578 New
OAP
236
One Advisory Partners
Kansas
$201K +$193K +2,542 New
GRP
237
Global Retirement Partners
California
$198K -$152 -2 -0.1%
National Bank of Canada
238
National Bank of Canada
Quebec, Canada
$197K +$173K +2,274 +1,024%
CA
239
CoreCap Advisors
Michigan
$181K +$174K +2,290 New
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$179K -$17.6K -231 -9%
PA
241
Parallel Advisors
California
$168K -$9.04K -119 -5%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$159K +$76 +1 +0%
MG
243
Mather Group
Illinois
$156K -$4.25K -56 -3%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$144K +$23.5K +309 +20%
ACA
245
Aptus Capital Advisors
Alabama
$144K +$9.72K +128 +8%
CWM
246
CarsonAllaria Wealth Management
Illinois
$138K +$25.5K +335 +24%
ACA
247
American Capital Advisory
Idaho
$127K +$10.1K +133 +9%
Citigroup
248
Citigroup
New York
$126K – – –
CF
249
Centaurus Financial
California
$115K – – –
GFPC
250
Global Financial Private Client
Florida
$105K – – –
8 9
10
11 12

AOA Hedge Fund Activity: Q3 2024 in Review

318 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2024, worth a combined $454M — up 4.8% from $433M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AOA positions and 29 closed out — a net gain of 3 holders — while 143 added to existing stakes and 96 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.97M. The largest seller was GeoWealth Management, cutting an estimated $9.82M.

  • 318 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $454M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2024, up 4.8% quarter-over-quarter.
  • 32 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2024 and 29 closed out, a net change of +3 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2024 was Old Mission Capital, an estimated $2.97M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2024 was GeoWealth Management, an estimated $9.82M sold.

Based on aggregated 13F filings for Q3 2024.