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iShares Core 80/20 Aggressive Allocation ETF
AOA

315 hedge funds and large institutions have $433M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

32% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 99

4% more funds holding

Funds holding: 304 → 315 (+11)

4% more capital invested

Capital invested by funds: $417M → $433M (+$16.7M)

0.06% more ownership

Funds ownership: 30.63% → 30.68% (+0.06%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
131
Reduced
99
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$6.52M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$5.28M
3
FIA
Foundations Investment Advisors
Arizona
+$4.87M
4
CA
Clearstead Advisors
Ohio
+$4.33M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.99M

Top Sellers

Rank Fund Capital Flow
1
WC
Waterloo Capital
Texas
-$6.98M
2
AssetMark Inc
AssetMark Inc
California
-$5.29M
3
Jane Street
Jane Street
New York
-$4.55M
4
SPC
Sigma Planning Corp
Michigan
-$4.15M
5
DAS
Dynamic Advisor Solutions
Arizona
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
201
Concurrent Investment Advisors
Florida
$256K +$251K +3,429 New
NCM
202
New Capital Management
Texas
$256K +$1.68K +23 +0.7%
ACM
203
Altrius Capital Management
North Carolina
$255K +$146 +2 +0.1%
WFS
204
Weitzel Financial Services
Iowa
$252K +$37.3K +510 +18%
CIAS
205
Capital Investment Advisory Services
North Carolina
$248K -$186K -2,551 -43%
HWM
206
HB Wealth Management
Georgia
$247K +$19.1K +261 +9%
CWA
207
Choice Wealth Advisors
Maine
$241K +$10.2K +140 +5%
WANY
208
Wealthspire Advisors (New York)
New York
$237K +$7.67K +105 +3%
CPCM
209
Cardinal Point Capital Management
Ontario, Canada
$234K +$228K +3,124 New
MLA
210
My Legacy Advisors
Oregon
$232K -$144K -1,964 -39%
RIA
211
Realta Investment Advisors
Delaware
$231K +$21.9K +300 +11%
T
212
TNF
Montana
$230K +$5.34K +73 +2%
NGA
213
Naples Global Advisors
Florida
$230K – – –
GFP
214
Guardian Financial Partners
California
$229K +$658 +9 +0.3%
WDL
215
Well Done LLC
Michigan
$228K +$10.5K +143 +5%
TPW
216
TL Private Wealth
Texas
$227K +$4.17K +57 +2%
FWP
217
Family Wealth Partners
North Carolina
$226K -$35.5K -485 -14%
STA
218
Summit Trail Advisors
New York
$224K – – –
AAS
219
Annex Advisory Services
Wisconsin
$223K -$10.5K -143 -5%
MAG
220
Mayfair Advisory Group
Alabama
$222K +$212K +2,905 New
CCA
221
Cora Capital Advisors
New Jersey
$220K – – –
AWM
222
Aprio Wealth Management
Georgia
$219K +$585 +8 +0.3%
EWA
223
EP Wealth Advisors
California
$218K +$585 +8 +0.3%
BRWA
224
B. Riley Wealth Advisors
Florida
$215K +$210K +2,876 New
BHWM
225
Bay Harbor Wealth Management
Maryland
$215K +$6.8K +93 +3%
7 8
9
10 11

AOA Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2024, worth a combined $433M — up 4% from $417M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AOA positions and 21 closed out — a net gain of 17 holders — while 131 added to existing stakes and 99 trimmed.

The largest buyer was GeoWealth Management, adding an estimated $6.52M. The largest seller was Waterloo Capital, cutting an estimated $6.98M.

  • 315 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $433M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2024, up 4% quarter-over-quarter.
  • 38 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2024 was GeoWealth Management, an estimated $6.52M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2024 was Waterloo Capital, an estimated $6.98M sold.

Based on aggregated 13F filings for Q2 2024.