We are live on ! Find out more
AOA icon

iShares Core 80/20 Aggressive Allocation ETF
AOA

218 hedge funds and large institutions have $302M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 106 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 57

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1% less funds holding

Funds holding: 220 → 218 (-2)

3% less capital invested

Capital invested by funds: $311M → $302M (-$8.97M)

1.07% less ownership

Funds ownership: 21.65% → 20.57% (-1.1%)

Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
18
Increased
106
Reduced
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSA
Marino Stram & Associates
Massachusetts
+$2.79M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.24M
3
Citadel Advisors
Citadel Advisors
Florida
+$2M
4
OMC
Old Mission Capital
Illinois
+$1.53M
5
GM
GeoWealth Management
Illinois
+$1.52M

Top Sellers

1
LIA
LBMC Investment Advisors
Tennessee
-$7.44M
2
Jane Street
Jane Street
New York
-$2.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.21M
4
KAS
Kestra Advisory Services
Texas
-$1.16M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
176
O'Dell Group
Ohio
$40K +$40.6K +570 New
AWM
177
Activest Wealth Management
Florida
$35K – – –
PA
178
Parallel Advisors
California
$34K +$15.3K +215 +77%
GWM
179
Geneos Wealth Management
Colorado
$30K – – –
LCM
180
Logan Capital Management
Pennsylvania
$30K – – –
NFG
181
Next Financial Group
Texas
$30K – – –
OC
182
Oakworth Capital
Alabama
$29K – – –
William Blair & Company
183
William Blair & Company
Illinois
$26K +$71 +1 +0.3%
APA
184
American Portfolios Advisors
New York
$24.9K – – –
SCA
185
Stonebridge Capital Advisors
Minnesota
$24K -$24.5K -344 -50%
CFG
186
CKW Financial Group
Hawaii
$21K +$855 +12 +4%
LPWM
187
Lake Point Wealth Management
Texas
$19K +$997 +14 +5%
GRP
188
Global Retirement Partners
California
$16K +$6.55K +92 +70%
MIM
189
Macroview Investment Management
Maryland
$15K – – –
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
FWM
191
Focused Wealth Management
New York
$15K +$71 +1 +0.5%
SWM
192
Spire Wealth Management
Virginia
$14K +$71 +1 +0.5%
NSIM
193
North Star Investment Management
Illinois
$13K +$71 +1 +0.5%
GWMIA
194
Global Wealth Management Investment Advisory
Florida
$12K – – –
CCM
195
Cribstone Capital Management
Maine
$11K +$71 +1 +0.6%
LIA
196
LBMC Investment Advisors
Tennessee
$10.4K -$7.44M -104,516 -70%
AWM
197
AllSquare Wealth Management
New York
$8K – – –
VNA
198
Valley National Advisers
Pennsylvania
$7K – – –
CWP
199
Concord Wealth Partners
Virginia
$7K +$4.77K +67 +223%
LWM
200
Liberty Wealth Management
California
$6K +$71 +1 +1%
6 7
8
9 10

AOA Hedge Fund Activity: Q3 2021 in Review

218 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2021, worth a combined $302M — down 2.9% from $311M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AOA positions and 17 closed out — a net gain of 1 holder — while 106 added to existing stakes and 57 trimmed.

The largest buyer was Marino Stram & Associates, opening a new position worth an estimated $2.79M. The largest seller was LBMC Investment Advisors, cutting an estimated $7.44M.

  • 218 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2021, down from 220 in Q2 2021.
  • Funds reported $302M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 18 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2021 and 17 closed out, a net change of +1 holder.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2021 was Marino Stram & Associates, an estimated $2.79M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2021 was LBMC Investment Advisors, an estimated $7.44M sold.

Based on aggregated 13F filings for Q3 2021.