iShares Core 80/20 Aggressive Allocation ETF
304 hedge funds and large institutions have $417M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 106 reducing their positions, and 38 closing their positions.
8% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 38
3% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 106
1% less funds holding
Funds holding: 307 → 304 (-3)
4.49% less ownership
Funds ownership: 35.12% → 30.63% (-4.5%)
19% less capital invested
Capital invested by funds: $515M → $417M (-$98M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$8.73M |
| 2 |
Jane Street
New York
|
+$7.05M |
| 3 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$5.08M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$3.77M |
| 5 |
AssetMark Inc
Concord,
California
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$78.5M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$25.6M |
| 3 |
Morgan Stanley
New York
|
-$15.6M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$12M |
| 5 |
WC
Waterloo Capital
Austin,
Texas
|
-$9.74M |
AOA Hedge Fund Activity: Q1 2024 in Review
304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2024, worth a combined $417M — down 19% from $515M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new AOA positions and 38 closed out — a net gain of 3 holders — while 109 added to existing stakes and 106 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $8.73M. The largest seller was Wells Fargo, cutting an estimated $78.5M.
- 304 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2024, down from 307 in Q4 2023.
- Funds reported $417M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2024, down 19% quarter-over-quarter.
- 41 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2024 and 38 closed out, a net change of +3 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2024 was GeoWealth Management, an estimated $8.73M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2024 was Wells Fargo, an estimated $78.5M sold.
Based on aggregated 13F filings for Q1 2024.