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iShares Core 80/20 Aggressive Allocation ETF
AOA

304 hedge funds and large institutions have $417M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 106 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

3% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 106

1% less funds holding

Funds holding: 307 → 304 (-3)

4.49% less ownership

Funds ownership: 35.12% → 30.63% (-4.5%)

19% less capital invested

Capital invested by funds: $515M → $417M (-$98M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
304
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
41
Increased
109
Reduced
106
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$8.73M
2
Jane Street
Jane Street
New York
+$7.05M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$5.08M
4
WA
Waverly Advisors
Alabama
+$3.77M
5
AssetMark Inc
AssetMark Inc
California
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$78.5M
2
RJA
Raymond James & Associates
Florida
-$25.6M
3
Morgan Stanley
Morgan Stanley
New York
-$15.6M
4
Stifel Financial
Stifel Financial
Missouri
-$12M
5
WC
Waterloo Capital
Texas
-$9.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
276
Register Financial Advisors
Georgia
$9.04K +$8.68K +123 New
CFGS
277
Concourse Financial Group Securities
Alabama
$8.96K – – –
AWM
278
AllSquare Wealth Management
New York
$8.67K – – –
HFS
279
Horizon Financial Services
North Carolina
$7.71K +$7.41K +105 New
NRG
280
Nemes Rush Group
Michigan
$7.64K – – –
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$7.32K +$7.06K +100 New
FFO
282
Fortitude Family Office
Arizona
$6.76K -$7.2K -102 -53%
SWM
283
Spire Wealth Management
Virginia
$6.46K -$12.2K -173 -66%
IHWM
284
Iron Horse Wealth Management
Iowa
$5.29K – – –
PGAM
285
Princeton Global Asset Management
New Jersey
$4.63K – – –
AA
286
Addison Advisors
Vermont
$4.63K +$776 +11 +21%
AA
287
Ancora Advisors
Ohio
$4.55K -$7.83K -111 -64%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$4.47K – – –
CWC
289
Carolinas Wealth Consulting
North Carolina
$4K – – –
HNB
290
Huntington National Bank
Ohio
$3.53K – – –
DIP
291
DT Investment Partners
Pennsylvania
$3.31K – – –
PA
292
Pineridge Advisors
Missouri
$3.24K – – –
VWWMG
293
Vermillion & White Wealth Management Group
Pennsylvania
$3.23K – – –
KFI
294
Key Financial Inc
Pennsylvania
$2.72K – – –
BA
295
Ballast Advisors
Minnesota
$2.35K – – –
CA
296
Crewe Advisors
Utah
$2.2K – – –
FWM
297
FSA Wealth Management
Massachusetts
$2.14K – – –
SSB
298
Sandy Spring Bank
Maryland
$2K – – –
EWM
299
Evermay Wealth Management
Virginia
$1.76K – – –
TPCW
300
TD Private Client Wealth
New York
$1.47K +$1.41K +20 New
10 11
12
13 14

AOA Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2024, worth a combined $417M — down 19% from $515M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AOA positions and 38 closed out — a net gain of 3 holders — while 109 added to existing stakes and 106 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $8.73M. The largest seller was Wells Fargo, cutting an estimated $78.5M.

  • 304 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2024, down from 307 in Q4 2023.
  • Funds reported $417M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2024, down 19% quarter-over-quarter.
  • 41 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2024 and 38 closed out, a net change of +3 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2024 was GeoWealth Management, an estimated $8.73M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2024 was Wells Fargo, an estimated $78.5M sold.

Based on aggregated 13F filings for Q1 2024.