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iShares Core 80/20 Aggressive Allocation ETF
AOA

315 hedge funds and large institutions have $433M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

32% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 99

4% more funds holding

Funds holding: 304 → 315 (+11)

4% more capital invested

Capital invested by funds: $417M → $433M (+$16.7M)

0.06% more ownership

Funds ownership: 30.63% → 30.68% (+0.06%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
131
Reduced
99
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$6.52M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$5.28M
3
FIA
Foundations Investment Advisors
Arizona
+$4.87M
4
CA
Clearstead Advisors
Ohio
+$4.33M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.99M

Top Sellers

1
WC
Waterloo Capital
Texas
-$6.98M
2
AssetMark Inc
AssetMark Inc
California
-$5.29M
3
Jane Street
Jane Street
New York
-$4.55M
4
SPC
Sigma Planning Corp
Michigan
-$4.15M
5
DAS
Dynamic Advisor Solutions
Arizona
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$35.8M +$1.03M +14,120 +3%
AssetMark Inc
2
AssetMark Inc
California
$20.5M -$5.29M -72,354 -21%
GM
3
GeoWealth Management
Illinois
$15.9M +$6.52M +89,225 +72%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$14.9M -$342K -4,677 -2%
MFIM
5
Mesirow Financial Investment Management
Illinois
$12.6M -$160K -2,188 -1%
WA
6
Waverly Advisors
Alabama
$10.6M +$623K +8,518 +6%
LIA
7
LBMC Investment Advisors
Tennessee
$10.5M +$23.4K +320 +0.2%
LPL Financial
8
LPL Financial
California
$10.4M -$645K -8,827 -6%
Bank of America
9
Bank of America
North Carolina
$9.96M -$11.5K -157 -0.1%
PAMG
10
Patton Albertson Miller Group
Tennessee
$8.26M -$190K -2,606 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.45M -$342K -4,684 -4%
Morgan Stanley
12
Morgan Stanley
New York
$6.87M +$13.2K +181 +0.2%
Legacy Financial Group (Iowa)
13
Legacy Financial Group (Iowa)
Iowa
$6.22M +$816K +11,168 +16%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.04M +$3.99M +54,622 +208%
UW
15
Unique Wealth
Florida
$5.92M +$626K +8,560 +12%
EIG
16
Ellenbecker Investment Group
Wisconsin
$5.54M +$775K +10,602 +17%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$5.4M +$5.28M +72,187 New
NWM
18
Northwest Wealth Management
Iowa
$5.17M -$807K -11,034 -14%
FIA
19
Foundations Investment Advisors
Arizona
$4.98M +$4.87M +66,563 New
WA
20
Wealth Alliance
New York
$4.93M -$34.2K -468 -0.7%
KPWS
21
Kestra Private Wealth Services
Texas
$4.79M +$220K +3,012 +5%
Wells Fargo
22
Wells Fargo
California
$4.65M -$281K -3,846 -6%
ACP
23
Aveo Capital Partners
Colorado
$4.62M +$226K +3,087 +5%
Jane Street
24
Jane Street
New York
$4.54M -$4.55M -62,263 -51%
CA
25
Clearstead Advisors
Ohio
$4.44M +$4.33M +59,226 +37,016%
1
2 3 4 5

AOA Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2024, worth a combined $433M — up 4% from $417M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AOA positions and 21 closed out — a net gain of 17 holders — while 131 added to existing stakes and 99 trimmed.

The largest buyer was GeoWealth Management, adding an estimated $6.52M. The largest seller was Waterloo Capital, cutting an estimated $6.98M.

  • 315 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $433M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2024, up 4% quarter-over-quarter.
  • 38 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2024 and 21 closed out, a net change of +17 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2024 was GeoWealth Management, an estimated $6.52M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2024 was Waterloo Capital, an estimated $6.98M sold.

Based on aggregated 13F filings for Q2 2024.