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iShares Core 80/20 Aggressive Allocation ETF
AOA

275 hedge funds and large institutions have $336M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 97

5% more funds holding

Funds holding: 261 → 275 (+14)

0.11% more ownership

Funds ownership: 21.08% → 21.19% (+0.11%)

1% less capital invested

Capital invested by funds: $340M → $336M (-$3.71M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
275
Holders Change
+14
Holders Change %
+5.36%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
111
Reduced
97
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Wealth Alliance
New York
+$4.47M
2
SPC
Sigma Planning Corp
Michigan
+$3.28M
3
Wells Fargo
Wells Fargo
California
+$3.01M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.87M
5
PAA
Peregrine Asset Advisers
Oregon
+$1.65M

Top Sellers

1
WC
Waterloo Capital
Texas
-$5.05M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.87M
3
Jane Street
Jane Street
New York
-$1.57M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.42M
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
26
StrategIQ Financial Group
Indiana
$2.89M +$52K +792 +2%
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.79M +$798K +12,140 +38%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$2.77M +$2.87M +43,624 New
AWA
29
Archvest Wealth Advisors
California
$2.75M +$181K +2,756 +7%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$2.71M – – –
AWM
31
AE Wealth Management
Kansas
$2.56M -$26.4K -401 -1%
TC
32
Trilogy Capital
California
$2.56M -$75.2K -1,145 -3%
NA
33
NewEdge Advisors
Louisiana
$2.51M -$72.7K -1,106 -3%
WCG
34
Weaver Consulting Group
California
$2.33M +$30K +457 +1%
CCM
35
Canal Capital Management
Virginia
$2.29M -$22.3K -340 -0.9%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$2.24M -$102K -1,556 -4%
SW
37
SteelPeak Wealth
California
$2.23M +$47.2K +718 +2%
MSA
38
Marino Stram & Associates
Massachusetts
$2.11M -$92.5K -1,408 -4%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.03M -$730K -11,106 -26%
Ameriprise
40
Ameriprise
Minnesota
$2M +$381K +5,795 +23%
ACS
41
Archford Capital Strategies
Illinois
$1.94M +$21.5K +327 +1%
KAS
42
Kestra Advisory Services
Texas
$1.91M +$166K +2,522 +9%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.8M +$111K +1,686 +6%
Corient Private Wealth
44
Corient Private Wealth
Florida
$1.8M -$117K -1,783 -6%
Cerity Partners
45
Cerity Partners
New York
$1.76M -$52K -791 -3%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.75M -$100K -1,526 -5%
AF
47
Allworth Financial
California
$1.74M +$106K +1,619 +6%
UBS Group
48
UBS Group
Switzerland
$1.73M +$400K +6,091 +29%
MA
49
Mutual Advisors
Nebraska
$1.72M +$540K +8,212 +43%
RJA
50
Raymond James & Associates
Florida
$1.7M +$850K +12,931 +93%
1
2
3 4 5

AOA Hedge Fund Activity: Q3 2023 in Review

275 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2023, worth a combined $336M — down 1.1% from $340M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AOA positions and 11 closed out — a net gain of 17 holders — while 111 added to existing stakes and 97 trimmed.

The largest buyer was Wealth Alliance, opening a new position worth an estimated $4.47M. The largest seller was Waterloo Capital, cutting an estimated $5.05M.

  • 275 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2023, up from 261 in Q2 2023.
  • Funds reported $336M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2023, down 1.1% quarter-over-quarter.
  • 28 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2023 and 11 closed out, a net change of +17 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2023 was Wealth Alliance, an estimated $4.47M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2023 was Waterloo Capital, an estimated $5.05M sold.

Based on aggregated 13F filings for Q3 2023.