Who Owns iShares Core 80/20 Aggressive Allocation ETF (AOA)?Hedge Fund & Institutional Holders

$88.68-0.64 (-0.72%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.9728490002300015e+205T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$69.46$75.57$81.67$87.78$93.89Sep 24Jun 25Mar 26

AOA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Align Financial, LLCNew Position+70K+$69.7M
JIM SAULNIER & ASSOCIATES, LLCNew Position+192K+$17.2M
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+180K+$15.0M
Legacy Financial Group LLCNew Position+148K+$13.4M
PATTON ALBERTSON MILLER GROUP, LLCNew Position+107K+$9.6M
CX InstitutionalNew Position+94K+$8.5M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+96K+$8.0M
Canal Capital Management, LLCNew Position+73K+$6.5M
Consilium Wealth Advisory, LLCNew Position+68K+$6.1M
Western Wealth Management, LLCNew Position+78K+$6.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+72K+$6.0M
UNIQUE WEALTH, LLCNew Position+63K+$5.7M
Legacy Wealth Partners, LLCNew Position+56K+$5.0M
RITHOLTZ WEALTH MANAGEMENTNew Position+44K+$3.9M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+42K+$3.8M

AOA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ASSETMARK, INCDecreased-3K-$21.4B
Mesirow Financial Investment Management, Inc.Decreased-106-$13.6B
Waverly Advisors, LLCDecreased-12K-$12.9B
Cetera Investment AdvisersDecreased-74K-$12.1B
LBMC INVESTMENT ADVISORS, LLCDecreased-7K-$11.6B
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-559-$8.2B
GeoWealth Management, LLCDecreased-11K-$6.4B
Clearstead Advisors, LLCDecreased-34-$5.5B
WEALTH ALLIANCE, LLCDecreased-782-$5.5B
NORTHWEST WEALTH MANAGEMENT, LLCDecreased-43K-$5.3B
JPMORGAN CHASE & CODecreased-7K-$5.2B
Westmount Partners, LLCDecreased-2K-$3.4B
ODonnell Financial Services, LLCDecreased-1K-$2.9B
HFM Investment Advisors, LLCDecreased-447-$2.3B
RWA WEALTH PARTNERS, LLCDecreased-606-$2.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Align Financial, LLC69,728$69.7M0.04%Share
2Rockefeller Capital Management L.P.553,823$49.0M0.09%Share
3LPL Financial LLC266,415$23.0M0.01%Share
4ASSETMARK, INC239,820$21.5M0.04%Share
5JIM SAULNIER & ASSOCIATES, LLC191,963$17.2M8.91%Share
6Ellenbecker Investment Group177,854$15.9M2.23%Share
7WELLS FARGO & COMPANY/MN167,529$15.0M0.00%Share
8FOUNDATIONS INVESTMENT ADVISORS, LLC173,285$15.0M0.20%Share
9Mesirow Financial Investment Management, Inc.154,902$13.9M0.28%Share
10Cambridge Investment Research Advisors, Inc.151,751$13.0M0.03%Share
11Waverly Advisors, LLC134,439$12.0M0.10%Share
12STIFEL FINANCIAL CORP140,909$12.0M0.01%Share
13MORGAN STANLEY140,003$12.0M0.00%Share
14LBMC INVESTMENT ADVISORS, LLC124,824$11.2M0.69%Share
15RAYMOND JAMES FINANCIAL INC125,572$11.0M0.00%Share
16PATTON ALBERTSON MILLER GROUP, LLC107,306$9.6M1.13%Share
17Kestra Advisory Services, LLC103,451$9.0M0.04%Share
18CX Institutional94,420$8.5M0.25%Share
19KESTRA PRIVATE WEALTH SERVICES, LLC92,254$8.3M0.10%Share
20THRIVENT FINANCIAL FOR LUTHERANS96,311$8.0M0.01%Share
21WELLS FARGO & COMPANY/MN78,859$7.0M0.00%Share
22Legacy Financial Group LLC75,053$6.9M0.85%Share
23Prosperity Consulting Group, LLC75,455$6.8M0.30%Share
24Legacy Financial Group LLC73,360$6.5M0.85%Share
25Consilium Wealth Advisory, LLC67,580$6.1M2.23%Share
26Western Wealth Management, LLC77,824$6.0M0.28%Share
27COMMONWEALTH EQUITY SERVICES, LLC72,298$6.0M0.01%Share
28BANK OF AMERICA CORP /DE/68,359$6.0M0.00%Share
29UNIQUE WEALTH, LLC63,439$5.7M0.79%Share
30WEALTH ALLIANCE, LLC61,130$5.5M0.54%Share
31HARBOUR INVESTMENTS, INC.57,246$5.1M0.10%Share
32Legacy Wealth Partners, LLC56,339$5.0M1.31%Share
33Cetera Investment Advisers63,713$5.0M0.01%Share
34Clearstead Advisors, LLC61,968$5.0M0.06%Share
35GeoWealth Management, LLC62,412$5.0M0.18%Share
36Fort Henry Capital, LLC48,036$4.3M2.64%Share
37UBS Group AG46,077$4.1M0.00%Share
38Weaver Consulting Group45,455$4.1M1.00%Share
39OSAIC HOLDINGS, INC.49,711$4.0M0.01%Share
40RITHOLTZ WEALTH MANAGEMENT43,884$3.9M0.07%Share
41WEALTH ENHANCEMENT ADVISORY SERVICES, LLC42,169$3.8M0.01%Share
42SteelPeak Wealth, LLC42,774$3.8M0.12%Share
43Mutual Advisors, LLC38,206$3.4M0.07%Share
44Canal Capital Management, LLC36,399$3.3M0.46%Share
45Westmount Partners, LLC36,360$3.3M0.81%Share
46HANOVER ADVISORS INC36,181$3.2M1.26%Share
47Canal Capital Management, LLC36,579$3.2M0.48%Share
48Farther Finance Advisors, LLC35,062$3.1M0.03%Share
49NewEdge Advisors, LLC36,045$3.0M0.01%Share
50BANK OF AMERICA CORP /DE/37,003$3.0M0.00%Share

AOA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025392$687.3M+181
Q3 2025211$384.7B-116
Q2 2025327$481.9B-9
Q1 2025336$458.1B+64
Q4 2024272$54.7T+64
Q3 2024208$153.4T-4
Q2 2024212$139.7T+19
Q1 2024193$110.9T—

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As of Q4 2025, 50 institutional investors hold AOA (iShares Core 80/20 Aggressive Allocation ETF). The largest holder is Align Financial, LLC with $69.7M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own AOA?

As of Q4 2025, 50 institutional investors report holding AOA (iShares Core 80/20 Aggressive Allocation ETF) in their 13F filings.

Who is the largest institutional holder of AOA?

The largest institutional holder of AOA is Align Financial, LLC with $69.7M in shares.

Is institutional ownership of AOA increasing or decreasing?

This quarter, 15 institutions opened new positions in AOA and 0 closed their positions.