iShares Core 80/20 Aggressive Allocation ETF
222 hedge funds and large institutions have $291M invested in iShares Core 80/20 Aggressive Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 17 closing their positions.
106% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 17
8% more funds holding
Funds holding: 206 → 222 (+16)
8% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 72
5% more capital invested
Capital invested by funds: $278M → $291M (+$13.1M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.01% less ownership
Funds ownership: 23.31% → 22.31% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$24.4M |
| 2 |
RA
RiverTree Advisors
Winter Park,
Florida
|
+$4.54M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$3.39M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.24M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$28.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.49M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$1.39M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.3M |
AOA Hedge Fund Activity: Q1 2021 in Review
222 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2021, worth a combined $291M — up 4.7% from $278M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new AOA positions and 17 closed out — a net gain of 18 holders — while 78 added to existing stakes and 72 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $24.4M. The largest seller was Bank of America, cutting an estimated $28.5M.
- 222 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2021, up from 206 in Q4 2020.
- Funds reported $291M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2021, up 4.7% quarter-over-quarter.
- 35 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2021 and 17 closed out, a net change of +18 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2021 was Rockefeller Capital Management, an estimated $24.4M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2021 was Bank of America, an estimated $28.5M sold.
Based on aggregated 13F filings for Q1 2021.