Who Owns AOA?
iShares Core 80/20 Aggressive Allocation ETF — Institutional Ownership & 13F Holdings
$93.79
-0.48 (-0.51%)
Market Cap
$2.9B
Shares Outstanding
29,855,826
Institutional Holders
336
Total Inst. Value
$864.0M
% of Float Held
—
QoQ Holder Change
+144
Institutional data as of Q1 2025
New Positions
99
Closed Positions
35
Increased
108
Decreased
88
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $465.0M | 6,079 |
| 2 | Rockefeller Capital Management L.P. | $40.2M | 525,061 |
| 3 | MORGAN STANLEY | $15.6M | 203,321 |
| 4 | Cambridge Investment Research Advisors, Inc. | $13.6M | 178,191 |
| 5 | Mesirow Financial Investment Management, Inc. | $12.8M | 166,710 |
| 6 | WELLS FARGO & COMPANY/MN | $11.8M | 154,534 |
| 7 | Waverly Advisors, LLC | $11.0M | 144,413 |
| 8 | LBMC INVESTMENT ADVISORS, LLC | $10.4M | 135,926 |
| 9 | BANK OF AMERICA CORP /DE/ | $10.1M | 132,575 |
| 10 | Cetera Investment Advisers | $8.7M | 113,982 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Rockefeller Capital Management L.P. | +10K | $40.2M |
| Mesirow Financial Investment Management, Inc. | +7K | $12.8M |
| Waverly Advisors, LLC | +891 | $11.0M |
| BANK OF AMERICA CORP /DE/ | +3K | $10.1M |
| Cetera Investment Advisers | +44K | $8.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -486K | $11.8M |
| STIFEL FINANCIAL CORP | -278K | $2.1M |
| RAYMOND JAMES FINANCIAL INC | -225K | $3.4M |
| MORGAN STANLEY | -60K | $15.6M |
| GeoWealth Management, LLC | -46K | $6.3M |
Famous Fund Managers
Related Stocks
Frequently Asked Questions
How many institutional investors hold AOA?
As of Q1 2025, 336 institutional investors report holding AOA (iShares Core 80/20 Aggressive Allocation ETF) in their 13F filings.
Which hedge fund owns the most AOA?
The largest institutional holder of AOA is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $465.0M in shares.
Are institutions buying or selling AOA?
This quarter, 99 institutions opened new positions in AOA and 35 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.