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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

344 hedge funds and large institutions have $572M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 153 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
51
Increased
153
Reduced
103
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$41.4M
2
Stifel Financial
Stifel Financial
Missouri
+$20.6M
3
Morgan Stanley
Morgan Stanley
New York
+$12.4M
4
EP
Essential Planning
New Hampshire
+$5.78M
5
VWM
VCI Wealth Management
Missouri
+$5.01M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.49M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$3.24M
3
OMC
Old Mission Capital
Illinois
-$3.09M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.12M
5
MCWS
McKinley Carter Wealth Services
West Virginia
-$867K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
226
Salus Financial Advisors
Colorado
$263K +$263K +3,434 New
SWA
227
Sax Wealth Advisors
New Jersey
$262K +$9.04K +118 +4%
WDL
228
Well Done LLC
Michigan
$252K – – –
CWA
229
Choice Wealth Advisors
Maine
$250K +$5.44K +71 +2%
ACM
230
Altrius Capital Management
North Carolina
$248K +$536 +7 +0.2%
PWP
231
Phillips Wealth Planners
Mississippi
$247K +$247K +3,265 New
LWMNY
232
Landmark Wealth Management (New York)
New York
$243K -$15.9K -208 -6%
NL
233
NVWM LLC
Pennsylvania
$242K +$17.4K +227 +8%
MAG
234
Mayfair Advisory Group
Alabama
$241K +$18.7K +244 +8%
FWP
235
Family Wealth Partners
North Carolina
$235K +$1.84K +24 +0.8%
ALA
236
Atlas Legacy Advisors
California
$235K +$235K +3,065 New
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$232K +$163K +2,128 +238%
AWM
238
Aprio Wealth Management
Georgia
$228K +$2.99K +39 +1%
CRFG
239
Columbia River Financial Group
Washington
$228K +$228K +2,984 New
EWA
240
EP Wealth Advisors
California
$228K +$2.91K +38 +1%
AAS
241
Annex Advisory Services
Wisconsin
$226K – – –
BHWM
242
Bay Harbor Wealth Management
Maryland
$221K +$766 +10 +0.3%
FFG
243
Fiduciary Financial Group
California
$220K +$220K +2,904 New
MWM
244
Meridian Wealth Management
Kentucky
$220K +$766 +10 +0.3%
MWG
245
Martin Worley Group
Utah
$219K +$219K +2,861 New
LCM
246
Lazari Capital Management
California
$218K -$16.1K -210 -7%
Truist Financial
247
Truist Financial
North Carolina
$218K -$9.19K -120 -4%
ZIM
248
Zacks Investment Management
Illinois
$217K +$217K +2,828 New
TFA
249
TPG Financial Advisors
Oregon
$214K -$1.3K -17 -0.6%
S
250
SignatureFD
Georgia
$213K +$2.76K +36 +1%
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10
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