iShares Core 80/20 Aggressive Allocation ETF
308 hedge funds and large institutions have $504M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 132 increasing their positions, 76 reducing their positions, and 20 closing their positions.
527% more capital inflows, than outflows
Capital inflows: $163M | Capital outflows: $25.9M
170% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 20
74% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 76
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
12% more funds holding
Funds holding: 276 → 308 (+32)
5.6% more ownership
Funds ownership: 21.2% → 26.81% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$68.1M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$22.6M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$11.2M |
| 4 |
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$10.4M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFA
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
-$4.52M |
| 2 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$3.93M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1.69M |
| 4 |
Jane Street
New York
|
-$1.61M |
| 5 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.49M |
AOA Hedge Fund Activity: Q4 2023 in Review
308 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2023, worth a combined $504M — up 50% from $336M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new AOA positions and 20 closed out — a net gain of 34 holders — while 132 added to existing stakes and 76 trimmed.
The largest buyer was Wells Fargo, adding an estimated $68.1M. The largest seller was RTD Financial Advisors, cutting an estimated $4.52M.
- 308 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2023, up from 276 in Q3 2023.
- Funds reported $504M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2023, up 50% quarter-over-quarter.
- 54 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2023 and 20 closed out, a net change of +34 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2023 was Wells Fargo, an estimated $68.1M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2023 was RTD Financial Advisors, an estimated $4.52M sold.
Based on aggregated 13F filings for Q4 2023.