iShares Core 80/20 Aggressive Allocation ETF
307 hedge funds and large institutions have $515M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 131 increasing their positions, 76 reducing their positions, and 20 closing their positions.
170% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 20
72% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 76
53% more capital invested
Capital invested by funds: $336M → $515M (+$179M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13.93% more ownership
Funds ownership: 21.19% → 35.12% (+14%)
12% more funds holding
Funds holding: 275 → 307 (+32)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$68.1M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$22.6M |
| 3 |
Morgan Stanley
New York
|
+$14.1M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$11.2M |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$10.4M |
Top Sellers
| 1 |
RFA
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
-$4.52M |
| 2 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$3.93M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1.69M |
| 4 |
Jane Street
New York
|
-$1.61M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.49M |
AOA Hedge Fund Activity: Q4 2023 in Review
307 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2023, worth a combined $515M — up 53% from $336M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new AOA positions and 20 closed out — a net gain of 34 holders — while 131 added to existing stakes and 76 trimmed.
The largest buyer was Wells Fargo, adding an estimated $68.1M. The largest seller was RTD Financial Advisors, cutting an estimated $4.52M.
- 307 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2023, up from 275 in Q3 2023.
- Funds reported $515M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2023, up 53% quarter-over-quarter.
- 54 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2023 and 20 closed out, a net change of +34 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2023 was Wells Fargo, an estimated $68.1M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2023 was RTD Financial Advisors, an estimated $4.52M sold.
Based on aggregated 13F filings for Q4 2023.