iShares Core 80/20 Aggressive Allocation ETF
275 hedge funds and large institutions have $336M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 11 closing their positions.
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
14% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 97
5% more funds holding
Funds holding: 261 → 275 (+14)
0.11% more ownership
Funds ownership: 21.08% → 21.19% (+0.11%)
1% less capital invested
Capital invested by funds: $340M → $336M (-$3.71M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
Top Sellers
| 1 |
WC
Waterloo Capital
Austin,
Texas
|
-$5.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.87M |
| 3 |
Jane Street
New York
|
-$1.57M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.42M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
276
Authentikos Wealth Advisory
Morgan Hill,
California
| $444 | +$460 | +7 | New |
|
|
IRC
277
Investors Research Corp
Atlanta,
Georgia
| $127 | – | – | – |
|
|
GM
278
GeoWealth Management
Chicago,
Illinois
| – | -$738K | -11,123 | Closed |
|
279
Renaissance Technologies
New York
| – | -$590K | -8,900 | Closed |
|
280
MML Investors Services
Springfield,
Massachusetts
| – | -$241K | -3,629 | Closed |
|
|
SWA
281
Sightline Wealth Advisors
Groton,
Connecticut
| – | -$204K | -3,207 | Closed |
|
282
Koshinski Asset Management
Decatur,
Illinois
| – | -$212K | -3,195 | Closed |
|
|
GW
283
GW & Wade
Wellesley,
Massachusetts
| – | -$206K | -3,105 | Closed |
|
|
MG
284
Mather Group
Chicago,
Illinois
| – | -$71.2K | -1,073 | Closed |
|
|
ODG
285
O'Dell Group
Cincinnati,
Ohio
| – | -$39.1K | -589 | Closed |
|
|
HS
286
Horan Securities
Cincinnati,
United States
| – | -$9.81K | -148 | Closed |
|
|
VF
287
VitalStone Financial
Shavano Park,
Texas
| – | -$9K | -138 | Closed |
|
|
TFGT
288
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$1K | -13 | Closed |
|
AOA Hedge Fund Activity: Q3 2023 in Review
275 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2023, worth a combined $336M — down 1.1% from $340M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new AOA positions and 11 closed out — a net gain of 17 holders — while 111 added to existing stakes and 97 trimmed.
The largest buyer was Wealth Alliance, opening a new position worth an estimated $4.47M. The largest seller was Waterloo Capital, cutting an estimated $5.05M.
- 275 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2023, up from 261 in Q2 2023.
- Funds reported $336M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2023, down 1.1% quarter-over-quarter.
- 28 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2023 and 11 closed out, a net change of +17 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2023 was Wealth Alliance, an estimated $4.47M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2023 was Waterloo Capital, an estimated $5.05M sold.
Based on aggregated 13F filings for Q3 2023.