iShares Core 80/20 Aggressive Allocation ETF
345 hedge funds and large institutions have $572M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 153 increasing their positions, 103 reducing their positions, and 20 closing their positions.
160% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 20
49% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 103
26% more capital invested
Capital invested by funds: $454M → $572M (+$118M)
8% more funds holding
Funds holding: 318 → 345 (+27)
3.8% more ownership
Funds ownership: 30% → 33.8% (+3.8%)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$42.3M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$21M |
| 3 |
Morgan Stanley
New York
|
+$12.6M |
| 4 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$5.78M |
| 5 |
VWM
VCI Wealth Management
St Louis,
Missouri
|
+$5.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.57M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$3.31M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.09M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.14M |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$867K |
AOA Hedge Fund Activity: Q4 2024 in Review
345 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q4 2024, worth a combined $572M — up 26% from $454M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new AOA positions and 20 closed out — a net gain of 32 holders — while 153 added to existing stakes and 103 trimmed.
The largest buyer was Wells Fargo, adding an estimated $42.3M. The largest seller was Osaic Holdings, cutting an estimated $3.57M.
- 345 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q4 2024, up from 318 in Q3 2024.
- Funds reported $572M of iShares Core 80/20 Aggressive Allocation ETF stock for Q4 2024, up 26% quarter-over-quarter.
- 52 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q4 2024 and 20 closed out, a net change of +32 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q4 2024 was Wells Fargo, an estimated $42.3M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q4 2024 was Osaic Holdings, an estimated $3.57M sold.
Based on aggregated 13F filings for Q4 2024.