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iShares Core 80/20 Aggressive Allocation ETF
AOA

315 hedge funds and large institutions have $433M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

32% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 99

4% more funds holding

Funds holding: 304 → 315 (+11)

4% more capital invested

Capital invested by funds: $417M → $433M (+$16.7M)

0.06% more ownership

Funds ownership: 30.63% → 30.68% (+0.06%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
131
Reduced
99
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$6.52M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$5.28M
3
FIA
Foundations Investment Advisors
Arizona
+$4.87M
4
CA
Clearstead Advisors
Ohio
+$4.33M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.99M

Top Sellers

Rank Fund Capital Flow
1
WC
Waterloo Capital
Texas
-$6.98M
2
AssetMark Inc
AssetMark Inc
California
-$5.29M
3
Jane Street
Jane Street
New York
-$4.55M
4
SPC
Sigma Planning Corp
Michigan
-$4.15M
5
DAS
Dynamic Advisor Solutions
Arizona
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
301
Pineridge Advisors
Missouri
$3.31K – – –
VWWMG
302
Vermillion & White Wealth Management Group
Pennsylvania
$3.29K – – –
KFI
303
Key Financial Inc
Pennsylvania
$2.77K – – –
UWS
304
Unique Wealth Strategies
Illinois
$2.5K +$2.48K +34 New
AA
305
Ancora Advisors
Ohio
$2.39K -$2.19K -30 -48%
BA
306
Ballast Advisors
Minnesota
$2.39K – – –
CA
307
Crewe Advisors
Utah
$2.24K – – –
EWM
308
Evermay Wealth Management
Virginia
$1.79K – – –
FNWA
309
Financial Network Wealth Advisors
Utah
$1.79K +$1.75K +24 New
FCAS
310
First Command Advisory Services
Texas
$1.12K +$1.1K +15 New
CFD
311
Creative Financial Designs
Indiana
$897 – – –
CB
312
Chris Bulman
California
$897 +$877 +12 New
PAG
313
Paladin Advisory Group
Iowa
$598 – – –
TWP
314
Triad Wealth Partners
Kansas
$374 +$365 +5 New
MIA
315
Milestone Investment Advisors
Wisconsin
$300 +$292 +4 New
OWA
316
Opal Wealth Advisors
New York
$300 +$292 +4 New
TRCT
317
Tower Research Capital (TRC)
New York
$224 -$73 -1 -25%
SPC
318
Sigma Planning Corp
Michigan
– -$4.15M -56,464 Closed
CST
319
Charles Schwab Trust
Nevada
– -$2.8M -38,054 Closed
Goldman Sachs
320
Goldman Sachs
New York
– -$1.71M -23,322 Closed
LNC
321
Lincoln National Corp
Pennsylvania
– -$959K -13,060 Closed
CAI
322
Capital Advisors Inc
Oklahoma
– -$821K -11,170 Closed
VFP
323
Verus Financial Partners
Virginia
– -$643K -8,754 Closed
GSC
324
Ground Swell Capital
South Carolina
– -$413K -5,626 Closed
HF
325
HRT Financial
New York
– -$312K -4,250 Closed
10 11 12
13
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AOA Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2024, worth a combined $433M — up 4% from $417M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AOA positions and 21 closed out — a net gain of 17 holders — while 131 added to existing stakes and 99 trimmed.

The largest buyer was GeoWealth Management, adding an estimated $6.52M. The largest seller was Waterloo Capital, cutting an estimated $6.98M.

  • 315 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $433M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2024, up 4% quarter-over-quarter.
  • 38 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2024 was GeoWealth Management, an estimated $6.52M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2024 was Waterloo Capital, an estimated $6.98M sold.

Based on aggregated 13F filings for Q2 2024.