iShares Core 80/20 Aggressive Allocation ETF
234 hedge funds and large institutions have $283M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 75 reducing their positions, and 32 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 75
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.68% less ownership
Funds ownership: 23.48% → 21.8% (-1.7%)
6% less funds holding
Funds holding: 248 → 234 (-14)
38% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 32
54% less capital inflows, than outflows
Capital inflows: $26M | Capital outflows: $56.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kestra Advisory Services
Austin,
Texas
|
+$11.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.61M |
| 3 |
Jane Street
New York
|
+$1.15M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$848K |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
+$812K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$20M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$9.11M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.16M |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
-$2.99M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$2.99M |
AOA Hedge Fund Activity: Q3 2022 in Review
234 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2022, worth a combined $283M — down 15% from $333M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of AOA and 20 opened new positions — a net loss of 12 holders — while 75 trimmed existing stakes and 103 added.
The largest buyer was Kestra Advisory Services, adding an estimated $11.1M. The largest seller was Stifel Financial, cutting an estimated $20M.
- 234 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2022, down from 248 in Q2 2022.
- Funds reported $283M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2022, down 15% quarter-over-quarter.
- 20 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2022 and 32 closed out, a net change of -12 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2022 was Kestra Advisory Services, an estimated $11.1M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2022 was Stifel Financial, an estimated $20M sold.
Based on aggregated 13F filings for Q3 2022.