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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 %
LCM
301
Logan Capital Management
Pennsylvania
$33.1K – – –
EWM
302
EPG Wealth Management
Georgia
$30.6K – – –
WTC
303
WhitTier Trust Company
Nevada
$27.7K – – –
MBFW
304
Morton Brown Family Wealth
Pennsylvania
$21.5K +$3.22K +42 +18%
CFS
305
CGC Financial Services
Oregon
$20.5K -$306 -4 -1%
TAM
306
Tucker Asset Management
Colorado
$19.4K +$19.4K +253 New
NSIM
307
North Star Investment Management
Illinois
$19.1K +$230 +3 +1%
VHAM
308
Van Hulzen Asset Management
California
$18.8K +$18.8K +245 New
GWM
309
Geneos Wealth Management
Colorado
$18.6K – – –
OP
310
ORG Partners
Indiana
$17.6K +$541 +7 +3%
CAS
311
Coppell Advisory Solutions
Texas
$16.6K +$9.43K +123 +132%
ME
312
McIlrath & Eck
Washington
$16.4K +$1.31K +17 +9%
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$16.2K +$8.12K +106 +101%
KIM
314
Kestra Investment Management
Texas
$13.3K +$13.3K +174 New
CAM
315
Creekmur Asset Management
Illinois
$12.1K +$153 +2 +1%
TWC
316
TD Waterhouse Canada
Ontario, Canada
$11.7K -$11.5K -150 -50%
RWS
317
Retirement Wealth Solutions
Wisconsin
$9.98K +$9.98K +132 New
FLP
318
Financial Life Planners
Arizona
$9.96K +$9.96K +130 New
CFGS
319
Concourse Financial Group Securities
Alabama
$9.57K – – –
AWM
320
AllSquare Wealth Management
New York
$9.04K – – –
FFO
321
Fortitude Family Office
Arizona
$8.43K – – –
NRG
322
Nemes Rush Group
Michigan
$8.07K +$77 +1 +1%
FRA
323
Front Row Advisors
California
$8.04K +$8.04K +105 New
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$7.68K – – –
TCG
325
Transcendent Capital Group
Oklahoma
$7.31K +$77 +1 +1%
11 12
13
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