ISHARES CORE AGGRESSIVE ALLO (AOA) Institutional Ownership Changes & 13F Activity

ISHARES CORE AGGRESSIVE ALLO (AOA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Ameriprise Financial Inc, Foundations Investment Advisors, Llc, Osaic Holdings, Inc., and Gts Securities Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+3,453+26.6%16,444$1.60MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+28,599+242.3%40,400$3.94MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+15+0.1%21,701$2.12MQ2 2026Aug 27, 2026
Tobias Financial Advisors, Inc.Buy+974+4.8%21,399$2.09MQ2 2026Aug 25, 2026
Forefront Wealth Partners, LlcBuy+2,1522,152$209.99KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+3,508+57.8%9,572$934.18KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-583-7.7%6,945$677.79KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1+0.0%2,561$249.91KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+2,608+17.8%17,232$1.68MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,776+9.0%21,576$2.11MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+120+3.5%3,525$344.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+27,64727,647$2.73MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+26,004+14.8%202,154$19.73MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+19,218+34.7%74,652$7.29MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+18,22618,226$1.78MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+16,104+128.0%28,688$2.80MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-10,035-5.2%184,629$18.02MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+8,7178,717$850.00KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-8,485-11.8%63,301$6.18MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+7,064+8941.8%7,143$697.19KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+6,446+4.6%145,444$14.20MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+5,589+6.6%90,624$8.84MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+5,180+4.9%111,352$10.87MQ2 2026Aug 14, 2026
Bank Of America CorpSell-4,475-4.2%102,669$10.02MQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcSell-2,095-23.2%6,941$677.45KQ2 2026Aug 14, 2026
Cerity Partners Retirement Plan Advisors LlcBuy+2,042+13.2%17,546$1.71MQ2 2026Aug 14, 2026
Palisade Capital Management, LpBuy+1,787+28.4%8,069$787.56KQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+1,750+88.8%3,720$363.08KQ2 2026Aug 14, 2026
Magnolia Capital Advisors LlcBuy+1,627+19.8%9,833$959.70KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,389+2.0%70,134$6.84MQ2 2026Aug 14, 2026
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Frequently asked questions about AOA activity

  • Which institutional owners are buying AOA?

    Institutional owners buying AOA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AOA activity?

    "Buy" means an investor increased their reported position in AOA compared to the prior reporting period. This reflects growing exposure to ISHARES CORE AGGRESSIVE ALLO (AOA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AOA increasing?

    Institutional interest in AOA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.