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iShares Core 80/20 Aggressive Allocation ETF

319 hedge funds and large institutions have $455M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

50% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 96

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1% more funds holding

Funds holding: 316 → 319 (+3)

0.75% less ownership

Funds ownership: 30.7% → 29.95% (-0.75%)

9% less capital inflows, than outflows

Capital inflows: $32.2M | Capital outflows: $35.3M

Holders
319
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
32
Increased
144
Reduced
96
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

AOA Hedge Fund Activity: Q3 2024 in Review

319 of the 6,983 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2024, worth a combined $455M — up 4.8% from $434M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new AOA positions and 29 closed out — a net gain of 3 holders — while 144 added to existing stakes and 96 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.97M. The largest seller was GeoWealth Management, cutting an estimated $9.82M.

  • 319 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2024, up from 316 in Q2 2024.
  • Funds reported $455M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2024, up 4.8% quarter-over-quarter.
  • 32 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2024 and 29 closed out, a net change of +3 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2024 was Old Mission Capital, an estimated $2.97M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2024 was GeoWealth Management, an estimated $9.82M sold.

Based on aggregated 13F filings for Q3 2024.