Waterloo Capital L.P. Decreases Stake in iShares Core 80/20 Aggressive Allocation ETF (NYSEARCA:AOA)

Waterloo Capital L.P. trimmed its position in shares of iShares Core 80/20 Aggressive Allocation ETF (NYSEARCA:AOA) by 29.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 10,537 shares of the company’s stock after selling 4,427 shares during the period. Waterloo Capital L.P.’s holdings in iShares Core 80/20 Aggressive Allocation ETF were worth $807,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in AOA. JPMorgan Chase & Co. raised its stake in iShares Core 80/20 Aggressive Allocation ETF by 5.1% in the third quarter. JPMorgan Chase & Co. now owns 40,490 shares of the company’s stock valued at $3,195,000 after buying an additional 1,966 shares in the last quarter. Janney Montgomery Scott LLC increased its holdings in shares of iShares Core 80/20 Aggressive Allocation ETF by 962.3% in the 4th quarter. Janney Montgomery Scott LLC now owns 39,315 shares of the company’s stock valued at $3,012,000 after acquiring an additional 35,614 shares during the last quarter. Motley Fool Wealth Management LLC acquired a new stake in shares of iShares Core 80/20 Aggressive Allocation ETF during the 4th quarter worth about $1,212,000. BlueStem Wealth Partners LLC acquired a new stake in shares of iShares Core 80/20 Aggressive Allocation ETF during the 4th quarter worth about $1,066,000. Finally, Farther Finance Advisors LLC lifted its stake in iShares Core 80/20 Aggressive Allocation ETF by 702.2% during the fourth quarter. Farther Finance Advisors LLC now owns 5,944 shares of the company’s stock worth $455,000 after purchasing an additional 5,203 shares during the last quarter.

iShares Core 80/20 Aggressive Allocation ETF Stock Down 4.6 %

Shares of AOA opened at $71.06 on Monday. The company has a market capitalization of $1.99 billion, a price-to-earnings ratio of 20.38 and a beta of 0.77. iShares Core 80/20 Aggressive Allocation ETF has a 52-week low of $69.84 and a 52-week high of $80.20. The stock has a 50 day moving average price of $77.92 and a 200 day moving average price of $78.05.

iShares Core 80/20 Aggressive Allocation ETF Profile

iShares Aggressive Allocation ETF (the Fund), formerly iShares S&P Aggressive Allocation Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Aggressive Index (the Aggressive Allocation Index). The Aggressive Allocation Index seeks to measure the performance of an asset allocation strategy targeted to an aggressive risk profile.