iShares Core 80/20 Aggressive Allocation ETF
261 hedge funds and large institutions have $340M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 79 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
51% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 79
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more capital invested
Capital invested by funds: $306M → $340M (+$34.3M)
3% more funds holding
Funds holding: 253 → 261 (+8)
0.52% more ownership
Funds ownership: 20.56% → 21.08% (+0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Waterloo Capital
Austin,
Texas
|
+$7.97M |
| 2 |
RFA
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
+$4.91M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.6M |
| 4 |
TGAM
TBH Global Asset Management
Brentwood,
Tennessee
|
+$1.84M |
| 5 |
Cerity Partners
New York
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.52M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.86M |
| 3 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$1.16M |
| 4 |
Jane Street
New York
|
-$1.07M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.01M |
AOA Hedge Fund Activity: Q2 2023 in Review
261 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2023, worth a combined $340M — up 11% from $306M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AOA positions and 14 closed out — a net gain of 11 holders — while 119 added to existing stakes and 79 trimmed.
The largest buyer was Waterloo Capital, adding an estimated $7.97M. The largest seller was Morgan Stanley, cutting an estimated $4.52M.
- 261 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2023, up from 253 in Q1 2023.
- Funds reported $340M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 25 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2023 and 14 closed out, a net change of +11 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2023 was Waterloo Capital, an estimated $7.97M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2023 was Morgan Stanley, an estimated $4.52M sold.
Based on aggregated 13F filings for Q2 2023.