iShares Core 80/20 Aggressive Allocation ETF
421 hedge funds and large institutions have $751M invested in iShares Core 80/20 Aggressive Allocation ETF in 2026 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 194 increasing their positions, 119 reducing their positions, and 20 closing their positions.
100% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 20
63% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 119
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
16% more capital invested
Capital invested by funds: $650M → $751M (+$101M)
4% more funds holding
Funds holding: 406 → 421 (+15)
0.01% less ownership
Funds ownership: 30.1% → 30.09% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
+$5.27M |
| 2 |
Rockefeller Capital Management
New York
|
+$5.25M |
| 3 |
JSA
Jim Saulnier & Associates
Fort Collins,
Colorado
|
+$3.34M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.73M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.14M |
| 2 |
Morgan Stanley
New York
|
-$2.12M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.36M |
| 4 |
TWM
Thryve Wealth Management
Irving,
Texas
|
-$1.07M |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$984K |
AOA Hedge Fund Activity: Q2 2026 in Review
421 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2026, worth a combined $751M — up 16% from $650M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new AOA positions and 20 closed out — a net gain of 20 holders — while 194 added to existing stakes and 119 trimmed.
The largest buyer was CX Institutional, adding an estimated $5.27M. The largest seller was LPL Financial, cutting an estimated $6.14M.
- 421 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2026, up from 406 in Q1 2026.
- Funds reported $751M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2026, up 16% quarter-over-quarter.
- 40 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2026 and 20 closed out, a net change of +20 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2026 was CX Institutional, an estimated $5.27M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2026 was LPL Financial, an estimated $6.14M sold.
Based on aggregated 13F filings for Q2 2026.