iShares Core 80/20 Aggressive Allocation ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$6.52M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$5.28M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$4.87M |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$4.33M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Waterloo Capital
Austin,
Texas
|
-$6.98M |
| 2 |
AssetMark Inc
Concord,
California
|
-$5.29M |
| 3 |
Jane Street
New York
|
-$4.55M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$4.15M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$3.51M |
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.