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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
WTC
276
WhitTier Trust Company
Nevada
$28.5K +$27.4K +361 New
DWM
277
Darwin Wealth Management
Florida
$25.4K +$24.5K +322 New
TWC
278
TD Waterhouse Canada
Ontario, Canada
$23.8K -$76 -1 -0.3%
CFS
279
CGC Financial Services
Oregon
$21.4K – – –
APC
280
Aspire Private Capital
North Carolina
$21.3K – – –
NSIM
281
North Star Investment Management
Illinois
$19.4K +$152 +2 +0.8%
GWM
282
Geneos Wealth Management
Colorado
$19.2K +$18.5K +243 New
MBFW
283
Morton Brown Family Wealth
Pennsylvania
$18.9K +$3.8K +50 +26%
OP
284
ORG Partners
Indiana
$17.6K +$304 +4 +2%
EWA
285
Elevate Wealth Advisory
Georgia
$15.8K +$1.9K +25 +14%
ME
286
McIlrath & Eck
Washington
$15.4K +$1.14K +15 +8%
WWP
287
WR Wealth Planners
Missouri
$12.3K – – –
CAM
288
Creekmur Asset Management
Illinois
$12.3K +$76 +1 +0.6%
BCWM
289
Bartlett & Co Wealth Management
Ohio
$10.3K +$9.88K +130 New
CFGS
290
Concourse Financial Group Securities
Alabama
$9.63K – – –
AWM
291
AllSquare Wealth Management
New York
$9.31K – – –
FFO
292
Fortitude Family Office
Arizona
$8.68K +$8.36K +110 New
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$8.28K – – –
HFS
294
Horizon Financial Services
North Carolina
$7.97K – – –
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$7.89K – – –
NRG
296
Nemes Rush Group
Michigan
$7.64K – – –
TCG
297
Transcendent Capital Group
Oklahoma
$7.43K -$6K -79 -46%
CAS
298
Coppell Advisory Solutions
Texas
$7.32K +$7.07K +93 New
SWM
299
Spire Wealth Management
Virginia
$6.94K – – –
IHWM
300
Iron Horse Wealth Management
Iowa
$5.68K – – –
10 11
12
13 14

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.