iShares Core 80/20 Aggressive Allocation ETF
261 hedge funds and large institutions have $350M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 21 closing their positions.
81% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 21
43% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 72
5% more funds holding
Funds holding: 248 → 261 (+13)
3.19% less ownership
Funds ownership: 25.71% → 22.52% (-3.2%)
19% less capital invested
Capital invested by funds: $431M → $350M (-$81.1M)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
+$12M |
| 2 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
+$11.8M |
| 3 |
Goldman Sachs
New York
|
+$2.27M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.98M |
| 5 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$38.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$21.7M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$15M |
| 4 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$8.79M |
| 5 |
PAA
Peregrine Asset Advisers
Portland,
Oregon
|
-$5.47M |
AOA Hedge Fund Activity: Q1 2022 in Review
261 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2022, worth a combined $350M — down 19% from $431M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AOA positions and 21 closed out — a net gain of 17 holders — while 103 added to existing stakes and 72 trimmed.
The largest buyer was FDx Advisors, opening a new position worth an estimated $12M. The largest seller was Wells Fargo, cutting an estimated $38.3M.
- 261 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2022, up from 248 in Q4 2021.
- Funds reported $350M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2022, down 19% quarter-over-quarter.
- 38 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2022 and 21 closed out, a net change of +17 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2022 was FDx Advisors, an estimated $12M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2022 was Wells Fargo, an estimated $38.3M sold.
Based on aggregated 13F filings for Q1 2022.