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iShares Core 80/20 Aggressive Allocation ETF
AOA

206 hedge funds and large institutions have $278M invested in iShares Core 80/20 Aggressive Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

107% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 44

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

20% more capital invested

Capital invested by funds: $231M → $278M (+$46.5M)

16% more funds holding

Funds holding: 177 → 206 (+29)

1.12% more ownership

Funds ownership: 22.2% → 23.31% (+1.1%)

Holders
206
Holders Change
+29
Holders Change %
+16.38%
% of All Funds
3.65%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
44
Increased
91
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
+$4.08M
2
Wells Fargo
Wells Fargo
California
+$2.2M
3
Bank of America
Bank of America
North Carolina
+$1.45M
4
VFP
Verus Financial Partners
Virginia
+$1.27M
5
Stifel Financial
Stifel Financial
Missouri
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.44M
2
ACP
Aveo Capital Partners
Colorado
-$2.35M
3
Jane Street
Jane Street
New York
-$1.75M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$875K
5
Osaic Holdings
Osaic Holdings
Arizona
-$825K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
76
Redhawk Wealth Advisors
Minnesota
$598K +$12K +197 +2%
WWM
77
Western Wealth Management
Colorado
$576K -$2.02K -33 -0.4%
DP
78
Divergent Planning
Maryland
$576K +$549K +8,978 New
UCFA
79
United Capital Financial Advisors
Texas
$574K -$703K -11,505 -56%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$537K – – –
VA
81
Valmark Advisers
Ohio
$522K – – –
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$509K -$61.2K -1,001 -11%
TPA
83
Trivium Point Advisory
Connecticut
$491K +$21K +344 +5%
AF
84
Affiance Financial
Minnesota
$489K – – –
PAG
85
Private Advisor Group
New Jersey
$474K +$20.4K +333 +5%
CPFP
86
Clear Perspectives Financial Planning
Ohio
$474K +$452K +7,391 New
SWP
87
Summit Wealth Partners
Florida
$459K +$180K +2,944 +70%
SBL
88
Sargent Bickham Lagudis
Colorado
$456K – – –
RJA
89
Raymond James & Associates
Florida
$430K +$409K +6,697 New
Truist Financial
90
Truist Financial
North Carolina
$430K +$410K +6,703 New
BSWM
91
Boston Standard Wealth Management
Massachusetts
$424K -$15.5K -254 -4%
CF
92
Centaurus Financial
California
$394K +$269K +4,399 +254%
IA
93
Insight Advisors
Pennsylvania
$391K +$373K +6,100 New
TWP
94
Tempus Wealth Planning
California
$387K +$10.9K +178 +3%
VFA
95
Voya Financial Advisors
Connecticut
$386K – – –
SWM
96
Sugarloaf Wealth Management
Georgia
$382K +$3.36K +55 +0.9%
PA
97
Paracle Advisors
Washington
$381K +$10.6K +173 +3%
MA
98
Mezzasalma Advisors
New Jersey
$381K +$363K +5,939 New
MFGP
99
Marshall Financial Group (Pennsylvania)
Pennsylvania
$377K +$359K +5,878 New
FSG
100
Financial Strategies Group
Michigan
$367K +$26.8K +439 +8%
2 3
4
5 6

AOA Hedge Fund Activity: Q4 2020 in Review

206 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2020, worth a combined $278M — up 20% from $231M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AOA positions and 14 closed out — a net gain of 30 holders — while 91 added to existing stakes and 44 trimmed.

The largest buyer was Trilogy Capital, adding an estimated $4.08M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.44M sold.

  • 206 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2020, up from 177 in Q3 2020.
  • Funds reported $278M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 44 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2020 and 14 closed out, a net change of +30 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2020 was Trilogy Capital, an estimated $4.08M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2020 was Citadel Advisors, an estimated $2.44M sold.

Based on aggregated 13F filings for Q4 2020.