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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
AA
301
Addison Advisors
Vermont
$4.97K – – –
PGAM
302
Princeton Global Asset Management
New Jersey
$4.97K – – –
Bank of Montreal
303
Bank of Montreal
Ontario, Canada
$4.85K – – –
CWC
304
Carolinas Wealth Consulting
North Carolina
$4.32K – – –
DIP
305
DT Investment Partners
Pennsylvania
$3.55K – – –
PA
306
Pineridge Advisors
Missouri
$3.51K – – –
VWWMG
307
Vermillion & White Wealth Management Group
Pennsylvania
$3.47K – – –
HWP
308
Highline Wealth Partners
California
$3.39K +$3.27K +43 New
KFI
309
Key Financial Inc
Pennsylvania
$2.92K – – –
BA
310
Ballast Advisors
Minnesota
$2.54K – – –
AA
311
Ancora Advisors
Ohio
$2.52K – – –
FWM
312
FSA Wealth Management
Massachusetts
$2.33K +$2.2K +29 New
EWM
313
Evermay Wealth Management
Virginia
$1.89K – – –
FNWA
314
Financial Network Wealth Advisors
Utah
$1.89K – – –
MIA
315
Milestone Investment Advisors
Wisconsin
$1.11K +$760 +10 +250%
CFD
316
Creative Financial Designs
Indiana
$868 -$76 -1 -8%
PAG
317
Paladin Advisory Group
Iowa
$631 – – –
IAIM
318
International Assets Investment Management
Florida
$232 +$1.38M +18,103 +7,837%
Jane Street
319
Jane Street
New York
– -$4.54M -60,697 Closed
ECA
320
Elevation Capital Advisory
Oregon
– -$3.24M -43,267 Closed
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
– -$1.51M -20,192 Closed
Focus Partners Wealth
322
Focus Partners Wealth
Massachusetts
– -$1.22M -16,200 Closed
TSS
323
Two Sigma Securities
New York
– -$699K -9,353 Closed
SL
324
Sentinus LLC
Illinois
– -$557K -7,449 Closed
IA
325
IFG Advisory
Georgia
– -$471K -6,298 Closed
10 11 12
13
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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.