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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
CWA
26
Consilium Wealth Advisory
Texas
$4.34M -$18.9K -259 -0.4%
AWA
27
Archvest Wealth Advisors
California
$3.95M +$542K +7,417 +16%
RWM
28
Ritholtz Wealth Management
New York
$3.42M -$126K -1,717 -4%
FHC
29
Fort Henry Capital
West Virginia
$3.3M -$107K -1,469 -3%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.27M – – –
ECA
31
Elevation Capital Advisory
Oregon
$3.24M +$3.16M +43,267 New
NA
32
NewEdge Advisors
Louisiana
$2.98M -$42.5K -581 -1%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$2.93M +$417K +5,699 +17%
JP Morgan Chase
34
JP Morgan Chase
New York
$2.88M +$1.69M +23,144 +150%
FAIM
35
Financial Advocates Investment Management
Washington
$2.87M -$228K -3,116 -8%
SW
36
SteelPeak Wealth
California
$2.83M +$39K +534 +1%
CCM
37
Canal Capital Management
Virginia
$2.77M +$12.2K +167 +0.5%
WCG
38
Weaver Consulting Group
California
$2.55M -$10.3K -141 -0.4%
TC
39
Trilogy Capital
California
$2.55M +$67.5K +923 +3%
MSA
40
Marino Stram & Associates
Massachusetts
$2.49M -$2.34K -32 -0.1%
KAS
41
Kestra Advisory Services
Texas
$2.42M +$508K +6,945 +25%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$2.42M -$384K -5,257 -14%
ACS
43
Archford Capital Strategies
Illinois
$2.27M +$78.1K +1,068 +4%
PCG
44
Prosperity Consulting Group
Maryland
$2.23M +$435K +5,955 +25%
AF
45
Allworth Financial
California
$2.22M -$8.33K -114 -0.4%
NAMNJ
46
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M -$658 -9 -0%
Cerity Partners
47
Cerity Partners
New York
$2.11M +$8.77K +120 +0.4%
MA
48
Mutual Advisors
Nebraska
$2.1M +$99.4K +1,360 +5%
BCM
49
Brookstone Capital Management
Illinois
$2.1M -$64.5K -883 -3%
Stifel Financial
50
Stifel Financial
Missouri
$2.1M +$281K +3,838 +16%
1
2
3 4 5

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.