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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
FFA
251
Founders Financial Alliance
North Carolina
$101K – – –
EWP
252
Elevation Wealth Partners
California
$91.6K +$608 +8 +0.7%
MA
253
Montag & Associates
Georgia
$81.8K – – –
CWP
254
Concord Wealth Partners
Virginia
$74.7K +$380 +5 +0.5%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$71K -$32.7K -431 -32%
HIA
256
Harbor Investment Advisory
Maryland
$70.4K -$5.24K -69 -7%
Jones Financial Companies
257
Jones Financial Companies
Missouri
$69K +$39.7K +522 +148%
William Blair & Company
258
William Blair & Company
Illinois
$67.3K -$44.6K -587 -41%
LOIP
259
Live Oak Investment Partners
Texas
$67K – – –
US Bancorp
260
US Bancorp
Minnesota
$64.8K – – –
LC
261
Lindbrook Capital
California
$64.7K – – –
FFA
262
Farther Finance Advisors
California
$58.5K +$684 +9 +1%
TSMHT
263
Thurston Springer Miller Herd & Titak
Indiana
$57.7K – – –
CFG
264
CKW Financial Group
Hawaii
$57K +$380 +5 +0.7%
WTA
265
Washington Trust Advisors
Massachusetts
$54.5K – – –
TCM
266
Tradewinds Capital Management
Washington
$54.1K +$52K +685 New
CA
267
Continuum Advisory
Idaho
$49.9K +$14.4K +190 +42%
LFG
268
Larson Financial Group
Missouri
$44.2K +$304 +4 +0.7%
AWM
269
Activest Wealth Management
Florida
$39.4K – – –
GI
270
GAMMA Investing
California
$39.1K – – –
PCWA
271
Pacific Capital Wealth Advisors
California
$35.2K +$8.21K +108 +32%
MIM
272
Macroview Investment Management
Maryland
$34.7K +$228 +3 +0.7%
LCM
273
Logan Capital Management
Pennsylvania
$34.1K – – –
EB
274
Eastern Bank
Massachusetts
$33.9K +$32.7K +430 New
EWM
275
EPG Wealth Management
Georgia
$31.6K +$30.4K +400 New
9 10
11
12 13

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.