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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

318 hedge funds and large institutions have $454M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 28 closing their positions.

Holders
318
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.6%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
32
Increased
143
Reduced
96
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$3.09M
2
Wells Fargo
2
Wells Fargo
California
$7.93M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$40.6M
4
GVAG
4
Great Valley Advisor Group
Delaware
$2.07M
5
FAIM
5
Financial Advocates Investment Management
Washington
$5.2M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$6.61M
2
Jane Street
2
Jane Street
New York
$0
3
ECA
3
Elevation Capital Advisory
Oregon
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
26
Northwest Wealth Management
Iowa
$4.54M -$920K -11,657 -17%
JSA
27
Jim Saulnier & Associates
Colorado
$4.35M +$4.35M +55,176 New
AWA
28
Archvest Wealth Advisors
California
$4.24M +$69.8K +885 +2%
FHC
29
Fort Henry Capital
West Virginia
$3.57M +$84.9K +1,076 +2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$3.51M +$422K +5,349 +14%
RWM
31
Ritholtz Wealth Management
New York
$3.48M -$130K -1,648 -4%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.46M – – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$3.2M +$155K +1,966 +5%
PCG
34
Prosperity Consulting Group
Maryland
$3.09M +$743K +9,414 +32%
OMC
35
Old Mission Capital
Illinois
$3.09M +$3.09M +39,099 New
SW
36
SteelPeak Wealth
California
$3.04M +$59.7K +756 +2%
Stifel Financial
37
Stifel Financial
Missouri
$2.98M +$771K +9,776 +35%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.93M +$1.01M +12,804 +53%
CCM
39
Canal Capital Management
Virginia
$2.91M -$10.2K -129 -0.3%
NA
40
NewEdge Advisors
Louisiana
$2.9M -$247K -3,131 -8%
WCG
41
Weaver Consulting Group
California
$2.71M +$20.3K +257 +0.8%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$2.67M +$110K +1,391 +4%
MSA
43
Marino Stram & Associates
Massachusetts
$2.62M +$1.11K +14 +0%
AF
44
Allworth Financial
California
$2.34M +$3K +38 +0.1%
ACS
45
Archford Capital Strategies
Illinois
$2.33M -$67.5K -856 -3%
KAS
46
Kestra Advisory Services
Texas
$2.32M -$419K -5,308 -15%
TC
47
Trilogy Capital
California
$2.23M -$453K -5,743 -17%
NAMNJ
48
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M +$21 +21 +0%
Cerity Partners
49
Cerity Partners
New York
$2.17M -$64.5K -818 -3%
PWM
50
Perigon Wealth Management
California
$2.15M -$11.5K -146 -0.5%
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