iShares Core 80/20 Aggressive Allocation ETF
358 hedge funds and large institutions have $584M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 173 increasing their positions, 100 reducing their positions, and 21 closing their positions.
81% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 21
73% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 100
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
19% more capital invested
Capital invested by funds: $492M → $584M (+$92.3M)
3% more funds holding
Funds holding: 348 → 358 (+10)
0.7% more ownership
Funds ownership: 30.71% → 31.41% (+0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
+$37.2M |
| 2 |
JSA
Jim Saulnier & Associates
Fort Collins,
Colorado
|
+$2.94M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.08M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$1.66M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.3M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.28M |
| 3 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$3.11M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.69M |
AOA Hedge Fund Activity: Q2 2025 in Review
358 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q2 2025, worth a combined $584M — up 19% from $492M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AOA positions and 21 closed out — a net gain of 17 holders — while 173 added to existing stakes and 100 trimmed.
The largest buyer was CX Institutional, adding an estimated $37.2M. The largest seller was Morgan Stanley, cutting an estimated $5.3M.
- 358 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q2 2025, up from 348 in Q1 2025.
- Funds reported $584M of iShares Core 80/20 Aggressive Allocation ETF stock for Q2 2025, up 19% quarter-over-quarter.
- 38 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q2 2025 and 21 closed out, a net change of +17 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q2 2025 was CX Institutional, an estimated $37.2M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q2 2025 was Morgan Stanley, an estimated $5.3M sold.
Based on aggregated 13F filings for Q2 2025.