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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.

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
1
Wells Fargo
California
$49.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$23.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.1M
4
EP
4
Essential Planning
New Hampshire
$5.78M
5
VWM
5
VCI Wealth Management
Missouri
$5.01M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.36M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K
3
OMC
3
Old Mission Capital
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.73M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
26
VCI Wealth Management
Missouri
$5.01M +$5.01M +65,331 New
WA
27
Wealth Alliance
New York
$4.96M -$86.8K -1,133 -2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$4.8M +$2.21M +28,870 +85%
CA
29
Clearstead Advisors
Ohio
$4.8M +$227K +2,966 +5%
FPAS
30
Focus Partners Advisor Solutions
Missouri
$4.74M +$97.6K +1,274 +2%
NWM
31
Northwest Wealth Management
Iowa
$4.53M +$128K +1,676 +3%
CWA
32
Consilium Wealth Advisory
Texas
$4.52M -$1.3K -17 -0%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$4.28M +$771K +9,763 +22%
AWA
34
Archvest Wealth Advisors
California
$4.05M -$64K -836 -2%
FHC
35
Fort Henry Capital
West Virginia
$3.48M +$16.3K +213 +0.5%
RWM
36
Ritholtz Wealth Management
New York
$3.36M -$19.5K -255 -0.6%
PCG
37
Prosperity Consulting Group
Maryland
$3.32M +$321K +4,185 +11%
GVAG
38
Great Valley Advisor Group
Delaware
$3.28M +$1.27M +16,528 +63%
ECA
39
Elevation Capital Advisory
Oregon
$3.25M +$3.25M +42,484 New
SW
40
SteelPeak Wealth
California
$3.13M +$172K +2,241 +6%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$3.1M -$460 -6 -0%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$3.01M +$2.73M +35,614 +962%
CCM
43
Canal Capital Management
Virginia
$2.85M +$30.5K +398 +1%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$2.76M +$2.06M +26,860 +293%
WCG
45
Weaver Consulting Group
California
$2.66M +$25.1K +327 +1%
NA
46
NewEdge Advisors
Louisiana
$2.63M -$181K -2,369 -6%
MSA
47
Marino Stram & Associates
Massachusetts
$2.54M -$6.13K -80 -0.2%
Osaic Holdings
48
Osaic Holdings
Arizona
$2.36M -$3.49M -45,562 -60%
TC
49
Trilogy Capital
California
$2.32M +$149K +1,943 +7%
AF
50
Allworth Financial
California
$2.31M -$20.7K -264 -0.9%
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