iShares Core 80/20 Aggressive Allocation ETF
248 hedge funds and large institutions have $333M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 33 closing their positions.
55% more capital inflows, than outflows
Capital inflows: $79.7M | Capital outflows: $51.4M
43% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 77
0.96% more ownership
Funds ownership: 22.52% → 23.48% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less funds holding
Funds holding: 261 → 248 (-13)
33% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$23.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$22.5M |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
+$6.15M |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
+$3.18M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
-$12M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$12M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.47M |
| 4 |
CWA
Consilium Wealth Advisory
Richardson,
Texas
|
-$2.34M |
| 5 |
Goldman Sachs
New York
|
-$2.26M |
AOA Hedge Fund Activity: Q2 2022 in Review
248 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2022, worth a combined $333M — down 4.7% from $350M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of AOA and 22 opened new positions — a net loss of 11 holders — while 77 trimmed existing stakes and 110 added.
The largest buyer was Wells Fargo, adding an estimated $23.7M. The largest seller was Sweet Financial Partners, exiting entirely with an estimated $12M sold.
- 248 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2022, down from 261 in Q1 2022.
- Funds reported $333M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2022, down 4.7% quarter-over-quarter.
- 22 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2022 and 33 closed out, a net change of -11 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2022 was Wells Fargo, an estimated $23.7M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2022 was Sweet Financial Partners, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2022.