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iShares Core 80/20 Aggressive Allocation ETF
AOA

220 hedge funds and large institutions have $311M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 58

7% more capital invested

Capital invested by funds: $291M → $311M (+$20.5M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

0.66% less ownership

Funds ownership: 22.31% → 21.65% (-0.66%)

1% less funds holding

Funds holding: 222 → 220 (-2)

Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
106
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.68M
2
Wells Fargo
Wells Fargo
California
+$1.59M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1.38M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1M
5
CF
Clarity Financial
Texas
+$858K

Top Sellers

1
MSA
Marino Stram & Associates
Massachusetts
-$2.67M
2
AWA
ARQ Wealth Advisors
Arizona
-$1.81M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.72M
4
TC
Trilogy Capital
California
-$1.6M
5
LIA
LBMC Investment Advisors
Tennessee
-$842K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
51
Venturi Wealth Management
Texas
$1.14M +$41.6K +598 +4%
CIAS
52
Capital Investment Advisory Services
North Carolina
$1.13M +$556 +8 +0%
AF
53
Advisornet Financial
Minnesota
$1.11M +$62.9K +904 +6%
NAS
54
Nicolet Advisory Services
Wisconsin
$1.08M +$100K +1,442 +10%
LNC
55
Lincoln National Corp
Pennsylvania
$1.08M +$1.67K +24 +0.2%
CF
56
Corrigan Financial
Rhode Island
$1.07M +$457K +6,569 +77%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$1.06M +$339K +4,870 +48%
AWM
58
Avior Wealth Management
Nebraska
$1.06M +$14.3K +206 +1%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$1.05M -$23.3K -335 -2%
BCM
60
Brookstone Capital Management
Illinois
$1.04M -$54.3K -781 -5%
MCWS
61
McKinley Carter Wealth Services
West Virginia
$980K +$33.5K +481 +4%
CFG
62
Cooper Financial Group
California
$980K +$50.8K +730 +6%
SWM
63
Shakespeare Wealth Management
Wisconsin
$966K -$27.6K -397 -3%
CMP
64
Courage Miller Partners
Virginia
$960K +$765 +11 +0.1%
CF
65
Centaurus Financial
California
$938K +$42K +604 +5%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$893K +$254K +3,645 +41%
AF
67
Allworth Financial
California
$892K +$172K +2,472 +24%
CF
68
Clarity Financial
Texas
$871K +$858K +12,333 New
CIP
69
Capital Insight Partners
Arizona
$862K +$33.9K +487 +4%
CL
70
CPWM LLC
Washington
$859K – – –
KWM
71
Keebeck Wealth Management
Illinois
$856K -$19K -273 -2%
Northern Trust
72
Northern Trust
Illinois
$848K – – –
RWA
73
Redhawk Wealth Advisors
Minnesota
$848K +$119K +1,715 +17%
WWM
74
Western Wealth Management
Colorado
$792K +$17.3K +249 +2%
MA
75
Mutual Advisors
Nebraska
$773K +$47.5K +683 +7%
1 2
3
4 5

AOA Hedge Fund Activity: Q2 2021 in Review

220 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2021, worth a combined $311M — up 7.1% from $291M a quarter earlier.

Fund positioning in AOA was balanced in Q2 2021: 19 funds opened new positions, 19 closed out, 106 added to existing stakes and 58 trimmed.

The largest buyer was Jane Street, adding an estimated $2.68M. The largest seller was Marino Stram & Associates, exiting entirely with an estimated $2.67M sold.

  • 220 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2021, down from 222 in Q1 2021.
  • Funds reported $311M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2021, up 7.1% quarter-over-quarter.
  • 19 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2021 and 19 closed out, a net change of 0 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2021 was Jane Street, an estimated $2.68M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2021 was Marino Stram & Associates, an estimated $2.67M sold.

Based on aggregated 13F filings for Q2 2021.