iShares Core Aggressive Allocation

AOA • ARCA

iShares Core Aggressive Allocation is an exchange-traded fund on ARCA. As of Q3 2025, 364 institutional investors hold shares in this ETF, with total holdings valued at $579.6M. Rockefeller Capital Management L.P. is the largest holder with a position valued at $48.0M.

Overview

Overview of institutional ownership in AOA as of Q3 2025

All Institutions

Institutions: 364
Value Held: $579.6M
Shares Held: 6.6M
Avg Position: $1.6M
Median Position: $510.7K

Hedge Funds

Hedge Funds: 3
Value Held: $1.7M
Shares Held: 18.9K
Avg Position: $555.0K
Median Position: $664.2K

Biggest Investors

Institutions with the largest positions in AOA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Rockefeller Capital Management L.P. Long Only Manager	Gregory James Fleming CEO	$48.0M 0.10% of portfolio	544.3K shares	Q1 2021 Held for 4y 8m	$49.6B
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$21.4M 0.05% of portfolio	243.1K shares	Q1 2019 Held for 6y 8m	$46.5B
L LPL Financial LLC Institution	-	$17.5M 0.01% of portfolio	199.0K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
M Mesirow Financial Investment Management, Inc. RIA/Wealth	Natalie Annette Brown CEO	$13.7M 0.25% of portfolio	155.0K shares	Q4 2023 Held for 1y 11m	$5.6B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$13.6M 0.04% of portfolio	153.8K shares	Q3 2013 Held for 12y 2m	$33.5B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$13.5M 0.00% of portfolio	153.7K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	James Henry Saulnier Managing Partner	$13.5M 8.77% of portfolio	152.8K shares	Q3 2024 Held for 1y 2m	$153.5M
Foundations Investment Advisors, LLC RIA/Wealth	Bryon Rice CEO	$13.4M 0.20% of portfolio	151.7K shares	Q2 2024 Held for 1y 5m	$6.8B
Warren Averett Asset Management, LLC RIA/Wealth	Justin Thomas Russell CEO	$12.9M 0.13% of portfolio	146.4K shares	Q3 2013 Held for 12y 2m	$10.0B
Ellenbecker Investment Group RIA/Wealth	Julie Ann Ellenbecker-Lipsky CEO	$12.8M 1.90% of portfolio	145.7K shares	Q4 2021 Held for 3y 11m	$676.8M

Net Capital Flow

Institutional buying and selling activity for AOA in Q3 2025

Traded: −$14.8M
Buyers: 207
Sellers: 129
Total Bought: +$53.2M
Total Sold: −$68.0M
Avg Position: $1.5M

Biggest Buyers

Institution	Net Bought	Current Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$7.9M +90.1K shares	$7.9M 90.1K shares
WELLS FARGO & COMPANY/MN Institution	+$3.4M +38.8K shares	$13.5M 153.7K shares
Foundations Investment Advisors, LLC RIA/Wealth	+$3.3M +37.9K shares	$13.4M 151.7K shares
E Elevation Capital Advisory, LLC RIA/Wealth	+$3.0M +34.5K shares	$3.0M 34.5K shares
L LPL Financial LLC Institution	+$2.4M +26.9K shares	$17.5M 199.0K shares
Worth Asset Management, LLC RIA/Wealth	+$1.9M +22.0K shares	$1.9M 22.0K shares
Badgley Phelps Wealth Managers, LLC RIA/Wealth	+$1.2M +14.1K shares	$1.2M 14.1K shares
Westmount Partners, LLC Fund of Funds	+$1.2M +14.0K shares	$3.4M 38.4K shares
Astoria Portfolio Advisors LLC. Fund of Funds	+$1.2M +13.4K shares	$1.2M 13.4K shares
Rockefeller Capital Management L.P. Long Only Manager	+$1.2M +13.4K shares	$48.0M 544.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
CX Institutional RIA/Wealth	−$33.8M −382.9K shares	$8.3M 93.9K shares
Buckingham Strategic Partners RIA/Wealth	−$5.3M −59.5K shares	$591.9K 6.6K shares
V VCI Wealth Management LLC Institution	−$2.8M −34.1K shares	Sold Off 0 shares
Trilogy Capital Inc. RIA/Wealth	−$2.5M −28.3K shares	$712.1K 8.1K shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	−$2.2M −24.5K shares	$21.4M 243.1K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$2.0M −23.0K shares	$7.8M 88.6K shares
GeoWealth Management, LLC RIA/Wealth	−$1.1M −12.2K shares	$6.4M 73.0K shares
Duncan Williams Asset Management, LLC RIA/Wealth	−$775.3K −9.3K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$773.7K −8.8K shares	$11.2M 126.7K shares
Centerline Wealth Advisors, LLC Real Assets	−$772.7K −8.8K shares	$683.8K 7.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AOA in Q3 2025

New Positions: 27
New Value: $12.0M
Exited Positions: 20
Exited Value: $7.5M

New Positions

Institution	Position Value
Worth Asset Management, LLC RIA/Wealth	$1.9M 22.0K shares
Badgley Phelps Wealth Managers, LLC RIA/Wealth	$1.2M 14.1K shares
Astoria Portfolio Advisors LLC. Fund of Funds	$1.2M 13.4K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$700.2K 7.9K shares
PFG Private Wealth Management, LLC RIA/Wealth	$661.6K 7.5K shares
Krilogy Financial LLC RIA/Wealth	$647.6K 7.3K shares
Heritage Wealth Architects, Inc. RIA/Wealth	$550.5K 6.2K shares
Family Wealth Group, LLC RIA/Wealth	$509.6K 5.8K shares
Annis Gardner Whiting Capital Advisors, LLC RIA/Wealth	$434.5K 4.9K shares
Legacy Wealth Managment, LLC/ID RIA/Wealth	$404.1K 4.6K shares

Exited Positions

Institution	Previous Position
V VCI Wealth Management LLC Institution	$2.8M 34.1K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$775.3K 9.3K shares
Wealthquest Corp RIA/Wealth	$726.4K 8.7K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$508.7K 6.1K shares
SRS Capital Advisors, Inc. RIA/Wealth	$379.5K 4.6K shares
A Atlas Private Wealth Advisors RIA/Wealth	$334.2K 4.0K shares
SILVER OAK SECURITIES, Inc RIA/Wealth	$283.3K 3.4K shares
L.M. KOHN & COMPANY RIA/Wealth	$271.6K 3.3K shares
Landmark Wealth Management, LLC RIA/Wealth	$245.2K 2.9K shares
TPG Financial Advisors, LLC RIA/Wealth	$230.9K 2.8K shares

Options Activity

Institutions with the largest Call and Put options positions in AOA as of Q3 2025

Call Positions: 1
Call Value: $431.9K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$431.9K 49.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with AOA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	James Henry Saulnier Managing Partner	8.77% $13.5M	152.8K shares	Q3 2024 Held for 1y 2m	$153.5M
Financial Advocates Investment Management RIA/Wealth	Angela Elaine Vlach CEO	3.57% $6.3M	71.6K shares	Q1 2023 Held for 2y 8m	$176.6M
Fort Henry Capital, LLC RIA/Wealth	Sanjiv Kumar Founder	2.60% $4.1M	46.4K shares	Q4 2020 Held for 4y 11m	$157.4M
Consilium Wealth Advisory, LLC RIA/Wealth	Cliff Alan Demarest Managing Partner	2.22% $5.8M	65.3K shares	Q4 2021 Held for 3y 11m	$259.0M
Ellenbecker Investment Group RIA/Wealth	Julie Ann Ellenbecker-Lipsky CEO	1.90% $12.8M	145.7K shares	Q4 2021 Held for 3y 11m	$676.8M
Somnio Financial Group, LLC RIA/Wealth	Nicholas Raymond Roy Member	1.49% $2.2M	24.9K shares	Q2 2025 Held for 5 months	$147.5M
Wealth Forward, LLC RIA/Wealth	Stephanie L Ternes CCO	1.29% $2.2M	25.3K shares	Q4 2023 Held for 1y 11m	$172.2M
E Elevation Capital Advisory, LLC RIA/Wealth	Ryan Robert Sanford President	1.21% $3.0M	34.5K shares	Q2 2024 Held for 1y 5m	$250.4M
Patton Albertson & Miller, LLC RIA/Wealth	James B. Patton CEO	1.13% $9.4M	106.5K shares	Q2 2016 Held for 9y 5m	$827.7M
ODonnell Financial Services, LLC RIA/Wealth	Gregory Charles O'Donnell Managing Partner	1.04% $2.9M	32.7K shares	Q4 2023 Held for 1y 11m	$275.7M

Hedge Fund Spotlight

Discover hedge funds investing in AOA

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares Core Aggressive Allocation

Market Value: $664.2K
Shares Held: 7.5K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%