iShares Core 80/20 Aggressive Allocation ETF
346 hedge funds and large institutions have $490M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 116 reducing their positions, and 33 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
16% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 116
12% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 33
0% more funds holding
Funds holding: 345 → 346 (+1)
3.18% less ownership
Funds ownership: 33.8% → 30.62% (-3.2%)
14% less capital invested
Capital invested by funds: $572M → $490M (-$81.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.44M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$3.09M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.54M |
| 4 |
JSA
Jim Saulnier & Associates
Fort Collins,
Colorado
|
+$2.32M |
| 5 |
EIG
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$37.9M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$21.7M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$17.5M |
| 4 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$5.78M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$5.13M |
AOA Hedge Fund Activity: Q1 2025 in Review
346 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2025, worth a combined $490M — down 14% from $572M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new AOA positions and 33 closed out — a net gain of 4 holders — while 134 added to existing stakes and 116 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $3.44M. The largest seller was Wells Fargo, cutting an estimated $37.9M.
- 346 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2025, up from 345 in Q4 2024.
- Funds reported $490M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2025, down 14% quarter-over-quarter.
- 37 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2025 and 33 closed out, a net change of +4 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $3.44M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2025 was Wells Fargo, an estimated $37.9M sold.
Based on aggregated 13F filings for Q1 2025.