iShares Core 80/20 Aggressive Allocation ETF
408 hedge funds and large institutions have $650M invested in iShares Core 80/20 Aggressive Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 196 increasing their positions, 117 reducing their positions, and 27 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 117
37% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 27
0% more funds holding
Funds holding: 407 → 408 (+1)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
3% less capital invested
Capital invested by funds: $668M → $650M (-$17.7M)
1.66% less ownership
Funds ownership: 31.77% → 30.11% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.11M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.63M |
| 3 |
EIG
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
+$3.5M |
| 4 |
Morgan Stanley
New York
|
+$2.85M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$11M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$6.29M |
| 3 |
AF
Align Financial
Hermantown,
Minnesota
|
-$6.28M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$6.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.71M |
AOA Hedge Fund Activity: Q1 2026 in Review
408 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q1 2026, worth a combined $650M — down 2.6% from $668M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new AOA positions and 27 closed out — a net gain of 10 holders — while 196 added to existing stakes and 117 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.11M. The largest seller was Stifel Financial, cutting an estimated $11M.
- 408 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q1 2026, up from 407 in Q4 2025.
- Funds reported $650M of iShares Core 80/20 Aggressive Allocation ETF stock for Q1 2026, down 2.6% quarter-over-quarter.
- 37 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q1 2026 and 27 closed out, a net change of +10 holders.
- The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q1 2026 was LPL Financial, an estimated $4.11M added.
- The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q1 2026 was Stifel Financial, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2026.