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iShares Core 80/20 Aggressive Allocation ETF
AOA

318 hedge funds and large institutions have $454M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

49% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 96

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

5% more capital invested

Capital invested by funds: $433M → $454M (+$20.9M)

1% more funds holding

Funds holding: 315 → 318 (+3)

0.68% less ownership

Funds ownership: 30.68% → 30% (-0.68%)

Holders
318
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
32
Increased
143
Reduced
96
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$2.97M
2
Wells Fargo
Wells Fargo
California
+$2.91M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.73M
4
GVAG
Great Valley Advisor Group
Delaware
+$1.99M
5
FAIM
Financial Advocates Investment Management
Washington
+$1.49M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$9.82M
2
Jane Street
Jane Street
New York
-$4.54M
3
ECA
Elevation Capital Advisory
Oregon
-$3.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.51M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
151
IFP Advisors
Florida
$437K +$307K +4,039 +269%
OIA
152
OneDigital Investment Advisors
Kansas
$432K -$56.6K -745 -12%
IWC
153
Integrated Wealth Concepts
Massachusetts
$425K +$6.84K +90 +2%
CWM
154
Cornerstone Wealth Management
Missouri
$424K – – –
MAWA
155
Moss Adams Wealth Advisors
Washington
$422K +$59.2K +779 +17%
AWA
156
Aquire Wealth Advisors
Utah
$418K +$15.9K +209 +4%
CTC
157
Central Trust Company
Missouri
$417K +$50.6K +666 +14%
SFA
158
Source Financial Advisors
New York
$415K -$11.2K -147 -3%
AAP
159
Arax Advisory Partners
Colorado
$414K -$237K -3,117 -37%
IWS
160
Integrity Wealth Solutions
Colorado
$414K +$32.9K +433 +9%
CFA
161
Cahill Financial Advisors
Minnesota
$402K +$1.44K +19 +0.4%
AIA
162
Arbor Investment Advisors
North Carolina
$401K +$45.6K +600 +13%
SF
163
SWP Financial
California
$401K -$1.9K -25 -0.5%
TFS
164
Thoroughbred Financial Services
Tennessee
$400K +$5.39K +71 +1%
GCM
165
Gallacher Capital Management
Colorado
$394K +$29.2K +384 +8%
GC
166
Gould Capital
Washington
$388K -$3.5K -46 -0.9%
RIA
167
Regal Investment Advisors
Michigan
$377K +$5.47K +72 +2%
Renaissance Technologies
168
Renaissance Technologies
New York
$375K +$3.88K +51 +1%
SRA
169
Secured Retirement Advisors
Minnesota
$374K +$5.01K +66 +1%
RFP
170
Root Financial Partners
California
$372K +$358K +4,708 New
TDWM
171
Topel & Distasi Wealth Management
California
$370K +$64.8K +853 +22%
HI
172
Harbour Investments
Wisconsin
$368K +$13.8K +181 +4%
DP
173
Divergent Planning
Maryland
$368K +$61.1K +804 +21%
Comerica Bank
174
Comerica Bank
Texas
$367K -$57.4K -755 -14%
AFG
175
ABLE Financial Group
Arizona
$358K +$1.59K +21 +0.5%
5 6
7
8 9

AOA Hedge Fund Activity: Q3 2024 in Review

318 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2024, worth a combined $454M — up 4.8% from $433M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AOA positions and 29 closed out — a net gain of 3 holders — while 143 added to existing stakes and 96 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.97M. The largest seller was GeoWealth Management, cutting an estimated $9.82M.

  • 318 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $454M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2024, up 4.8% quarter-over-quarter.
  • 32 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2024 and 29 closed out, a net change of +3 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2024 was Old Mission Capital, an estimated $2.97M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2024 was GeoWealth Management, an estimated $9.82M sold.

Based on aggregated 13F filings for Q3 2024.