iShares Core 80/20 Aggressive Allocation ETF
270 hedge funds and large institutions have $633M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 114 increasing their positions, 69 reducing their positions, and 15 closing their positions.
1,179% more capital inflows, than outflows
Capital inflows: $359M | Capital outflows: $28.1M
280% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 15
65% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 69
15.47% more ownership
Funds ownership: 21.8% → 37.28% (+15%)
15% more funds holding
Funds holding: 234 → 270 (+36)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$166M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$53.6M |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
+$41.1M |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
+$15.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kestra Advisory Services
Austin,
Texas
|
-$9.91M |
| 2 |
RFA
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
-$4.36M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.48M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.74M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
AOA Hedge Fund Activity: Q4 2022 in Review
270 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2022, worth a combined $633M — up 124% from $283M a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new AOA positions and 15 closed out — a net gain of 42 holders — while 114 added to existing stakes and 69 trimmed.
The largest buyer was Wells Fargo, adding an estimated $166M. The largest seller was Kestra Advisory Services, cutting an estimated $9.91M.
- 270 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2022, up from 234 in Q3 2022.
- Funds reported $633M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2022, up 124% quarter-over-quarter.
- 57 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2022 and 15 closed out, a net change of +42 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2022 was Wells Fargo, an estimated $166M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2022 was Kestra Advisory Services, an estimated $9.91M sold.
Based on aggregated 13F filings for Q4 2022.