iShares Core 80/20 Aggressive Allocation ETF
253 hedge funds and large institutions have $306M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 30 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 94
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 269 → 253 (-16)
16.71% less ownership
Funds ownership: 37.27% → 20.56% (-17%)
27% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 30
52% less capital invested
Capital invested by funds: $633M → $306M (-$327M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.64M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.53M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$1M |
| 4 |
VF
VitalStone Financial
Shavano Park,
Texas
|
+$942K |
| 5 |
EIG
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
+$868K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$194M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$58.6M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$49.4M |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
-$15.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$15.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USCWA
276
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$13.4K | -224 | Closed |
|
|
PWS
277
Paragon Wealth Strategies
Jacksonville,
Florida
| – | -$6.95K | -116 | Closed |
|
|
BBHC
278
Brown Brothers Harriman & Co
New York
| – | -$6.87K | -115 | Closed |
|
|
CAS
279
Coppell Advisory Solutions
Coppell,
Texas
| – | -$6.33K | -106 | Closed |
|
|
CASC
280
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$6.33K | -106 | Closed |
|
281
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -27 | Closed |
|
|
FHA
282
First Horizon Advisors
Memphis,
Tennessee
| – | -$837 | -14 | Closed |
|
|
DWP
283
Destiny Wealth Partners
Tavares,
Florida
| – | -$657 | -11 | Closed |
|
|
DF
284
DecisionPoint Financial
Mesa,
Arizona
| – | -$299 | -5 | Closed |
|
285
BlackRock
New York
| – | -$120 | -2 | Closed |
|
AOA Hedge Fund Activity: Q1 2023 in Review
253 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2023, worth a combined $306M — down 52% from $633M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of AOA and 22 opened new positions — a net loss of 8 holders — while 94 trimmed existing stakes and 96 added.
The largest buyer was Jane Street, adding an estimated $1.64M. The largest seller was Wells Fargo, cutting an estimated $194M.
- 253 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2023, down from 269 in Q4 2022.
- Funds reported $306M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2023, down 52% quarter-over-quarter.
- 22 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2023 and 30 closed out, a net change of -8 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2023 was Jane Street, an estimated $1.64M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2023 was Wells Fargo, an estimated $194M sold.
Based on aggregated 13F filings for Q1 2023.