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iShares Core 80/20 Aggressive Allocation ETF
AOA

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
$49.1M
2
Stifel Financial
Stifel Financial
Missouri
$23.5M
3
Morgan Stanley
Morgan Stanley
New York
$20.1M
4
EP
Essential Planning
New Hampshire
$5.78M
5
VWM
VCI Wealth Management
Missouri
$5.01M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$2.36M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K
3
OMC
Old Mission Capital
Illinois
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.73M
5
MCWS
McKinley Carter Wealth Services
West Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
251
Scotia Capital
Ontario, Canada
$213K +$213K +2,776 New
MFG
252
Merit Financial Group
Georgia
$211K +$211K +2,758 New
EFN
253
Equita Financial Network
Pennsylvania
$210K -$130K -1,702 -38%
HIP
254
HUB Investment Partners
Texas
$209K +$613 +8 +0.3%
NGA
255
Naples Global Advisors
Florida
$209K -$26.3K -343 -11%
NWM
256
Napa Wealth Management
California
$209K -$70.7K -944 -25%
TPW
257
TL Private Wealth
Texas
$207K -$30.4K -394 -13%
SAF
258
Smith Anglin Financial
Texas
$206K +$206K +2,694 New
CCA
259
Cora Capital Advisors
New Jersey
$200K – – –
CA
260
CoreCap Advisors
Michigan
$192K +$16.9K +220 +10%
National Bank of Canada
261
National Bank of Canada
Quebec, Canada
$187K -$3.98K -52 -2%
IA
262
IFP Advisors
Florida
$180K -$245K -3,192 -58%
LAMC
263
Longview Asset Management (California)
California
$173K +$173K +2,263 New
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$164K -$55.5K -725 -25%
MG
265
Mather Group
Illinois
$151K – – –
ACA
266
Aptus Capital Advisors
Alabama
$143K +$3.37K +44 +2%
Fidelity Investments
267
Fidelity Investments
Massachusetts
$136K -$18K -235 -12%
PA
268
Parallel Advisors
California
$131K -$32.3K -421 -20%
Citigroup
269
Citigroup
New York
$123K – – –
CWM
270
CarsonAllaria Wealth Management
Illinois
$120K -$14.3K -187 -11%
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$112K -$27.7K -362 -20%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K -$3.24M -42,323 -97%
CF
273
Centaurus Financial
California
$111K -$383 -5 -0.3%
GFPC
274
Global Financial Private Client
Florida
$102K – – –
EWP
275
Elevation Wealth Partners
California
$90.1K +$1.15K +15 +1%
9 10
11
12 13