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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
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.77K +81 New
BlackRock
202
BlackRock
New York
$6K +$6.34K +89 +4,450%
APC
203
Aspire Private Capital
North Carolina
$5K – – –
IHWM
204
Iron Horse Wealth Management
Iowa
$5K – – –
AP
205
Atwood & Palmer
Missouri
$5K +$4.7K +66 New
CWC
206
Carolinas Wealth Consulting
North Carolina
$4K – – –
IF
207
Ironwood Financial
Arizona
$4K – – –
PGAM
208
Princeton Global Asset Management
New Jersey
$4K – – –
ME
209
McIlrath & Eck
Washington
$3K – – –
WWM
210
Wolff Wiese Magana
California
$3K – – –
GKWIM
211
Gerber Kawasaki Wealth & Investment Management
California
$2K +$142 +2 New
CFD
212
Creative Financial Designs
Indiana
$1K – – –
MA
213
Montag & Associates
Georgia
$1K – – –
TFGT
214
TS Financial Group (TSFG)
Illinois
$1K – – –
DWP
215
Destiny Wealth Partners
Florida
$1K +$783 +11 New
FHA
216
First Horizon Advisors
Tennessee
$1K +$997 +14 New
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
– -$2.21M -31,221 Closed
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
– -$1.06M -15,000 Closed
HPC
219
Hobart Private Capital
North Carolina
– -$692K -9,800 Closed
SAF
220
Smith Anglin Financial
Texas
– -$631K -8,926 Closed
CCP
221
Cassia Capital Partners
North Carolina
– -$594K -8,403 Closed
ARC
222
Advisor Resource Council
Texas
– -$459K -6,491 Closed
RA
223
RFG Advisory
Alabama
– -$337K -4,772 Closed
Citigroup
224
Citigroup
New York
– -$246K -3,448 -100%
OAP
225
One Advisory Partners
Kansas
– -$214K -3,029 Closed
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.