iShares Core Aggressive Allocation ETF
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
67% more funds holding in top 10
Funds holding in top 10: 3 [Q2] → 5 (+2) [Q3]
48% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 95
18% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 28
3% more capital invested
Capital invested by funds: $442M [Q2] → $457M (+$15.2M) [Q3]
1% more funds holding
Funds holding: 314 [Q2] → 316 (+2) [Q3]
1.04% less ownership
Funds ownership: 31.11% [Q2] → 30.06% (-1.04%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for AOA.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
AOA: An All-In-One Value-Driven ETF
Balanced exchange-traded funds (ETFs) allow investors exposure to equities and fixed-income instruments, providing increased market leverage and buoyancy. The iShares Core Aggressive Allocation ETF applies the traditional 80/split, with the majority of holdings weighted towards U.S. equities, International equities, U.S. bonds, cash, and derivatives. A multi-market approach ensures that investors have exposure to a variety of instruments, which spreads risks more effectively and reduces the burden on returns.
Neutral
Seeking Alpha
4 months ago
AOA: The One-Stop Shop ETF For Retirement
AOA iShares Core Aggressive Allocation ETF offers a balanced, low-cost, and globally diversified portfolio, ideal for a "set it and forget it" investment strategy. The ETF's 80/20 equity to fixed income split reduces volatility and drawdown, making it suitable for investors wary of market fluctuations. AOA's expense ratio of 0.15% is competitive, avoiding high fees associated with actively managed funds, enhancing long-term returns.
Neutral
Seeking Alpha
6 months ago
AOA: Higher Expense Ratio Than Average Of Parts
iShares Core Aggressive Allocation ETF (AOA) has a high expense ratio of 0.15%, but buying its components individually results in a much lower average expense ratio of 0.044%. The fixed income component of AOA, specifically iShares Core Total USD Bond Market ETF (IUSB), has a high duration of 5.8 years, making it sensitive to interest rate changes and inflation. AOA's equity component is driven by AI excitement.
Neutral
Zacks Investment Research
9 months ago
5 Defensive Investment ETF Strategies for Your Portfolio
Market volatility roared back in recent weeks on growing inflation worries, the uncertain timing of Fed rate cuts and escalating geopolitical tension in the Middle East. The combination of these factors has made investors jittery, compelling them to revisit their portfolios.
Negative
Seeking Alpha
9 months ago
AOA: Passive Bond-Equity Allocations Are Questionable
iShares Core Aggressive Allocation ETF is a fund of funds implementing a 80/20 allocation model in global equities and bonds. The AOA ETF has an exposure to foreign securities of about 35%, which implies some currency risk. AOA has performed well compared to other multi-asset tactical ETFs, but strategies based on the negative correlation of stocks and bonds are questionable.
Positive
Seeking Alpha
1 year ago
AOA: The One-Stop Asset Allocation Play
iShares Core Aggressive Allocation ETF is a one-stop shop for balanced portfolio allocations with a diversified investment strategy. The AOA ETF tracks the S&P Target Risk Aggressive Index, appealing to investors with a higher risk tolerance. AOA offers broad market exposure, low expense ratio, and consistently outperforms its peers, making it a potentially rewarding investment option.
Neutral
MarketBeat
1 year ago
3 ETFs that offer extreme diversification
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