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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
$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 %
MA
276
Montag & Associates
Georgia
$79.4K – – –
Jones Financial Companies
277
Jones Financial Companies
Missouri
$78.9K +$12K +156 +18%
CWP
278
Concord Wealth Partners
Virginia
$73.3K +$766 +10 +1%
William Blair & Company
279
William Blair & Company
Illinois
$72.2K +$6.82K +89 +10%
ACA
280
American Capital Advisory
Idaho
$67.4K -$56K -731 -45%
MCM
281
MAI Capital Management
Ohio
$67.3K +$67.3K +879 New
HIA
282
Harbor Investment Advisory
Maryland
$66.7K -$1.68K -22 -2%
RMP
283
Richards, Merrill & Peterson
Washington
$65.8K +$65.8K +859 New
US Bancorp
284
US Bancorp
Minnesota
$62.9K – – –
LC
285
Lindbrook Capital
California
$62.8K – – –
LOIP
286
Live Oak Investment Partners
Texas
$59.2K -$67K – –
CFG
287
CKW Financial Group
Hawaii
$57K +$541 +7 +1%
TSMHT
288
Thurston Springer Miller Herd & Titak
Indiana
$56K – – –
BTI
289
Blue Trust Inc
Georgia
$55.5K +$55.5K +725 New
WTA
290
Washington Trust Advisors
Massachusetts
$52.9K – – –
EWA
291
Elevate Wealth Advisory
Georgia
$49.7K +$34.4K +449 +225%
LFG
292
Larson Financial Group
Missouri
$43.5K +$537 +7 +1%
FFA
293
Founders Financial Alliance
North Carolina
$40.5K -$57.5K -750 -59%
PCWA
294
Pacific Capital Wealth Advisors
California
$40.1K +$5.98K +78 +17%
EB
295
Eastern Bank
Massachusetts
$39.5K +$6.51K +85 +20%
AWM
296
Activest Wealth Management
Florida
$38.2K – – –
T
297
Transce3nd
Texas
$38.1K +$38.1K +497 New
GI
298
GAMMA Investing
California
$37.9K – – –
NWMP
299
Noble Wealth Management PBC
Colorado
$37.5K +$37.5K +490 New
CA
300
Continuum Advisory
Idaho
$34.5K -$14.6K -190 -30%
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