AOA icon

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 %
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$668K +$668K +8,722 New
AF
127
Advisornet Financial
Minnesota
$668K -$191K -2,498 -22%
CMP
128
Courage Miller Partners
Virginia
$659K -$8.35K -109 -1%
BJL
129
Brighton Jones LLC
Washington
$658K -$39K -509 -6%
MOS
130
MGO One Seven
Ohio
$653K +$11.8K +154 +2%
SL
131
Sentinus LLC
Illinois
$651K +$651K +8,503 New
MFGP
132
Marshall Financial Group (Pennsylvania)
Pennsylvania
$650K +$7.89K +103 +1%
TPA
133
Trivium Point Advisory
Connecticut
$645K -$9.27K -121 -1%
Lido Advisors
134
Lido Advisors
California
$639K -$136K -1,778 -18%
AWM
135
AE Wealth Management
Kansas
$636K +$65.9K +860 +12%
WEG
136
World Equity Group
Illinois
$636K +$98.1K +1,280 +18%
IF
137
Integrity Financial
Wyoming
$624K -$3.6K -47 -0.6%
FW
138
Fidato Wealth
Ohio
$604K +$13.7K +179 +2%
OFG
139
Oxford Financial Group
Indiana
$598K +$54.9K +716 +10%
OIA
140
OneDigital Investment Advisors
Kansas
$595K +$176K +2,297 +42%
EH
141
Equitable Holdings
New York
$585K +$49K +640 +9%
GCM
142
Gallacher Capital Management
Colorado
$583K +$200K +2,614 +52%
OGF
143
Orin Green Financial
California
$583K -$567K -7,187 Closed
IA
144
IFG Advisory
Georgia
$576K +$576K +7,517 New
MWM
145
Marion Wealth Management
Pennsylvania
$573K +$22.1K +289 +4%
MCIA
146
Mountain Capital Investment Advisors
Colorado
$565K -$18.3K -236 -3%
BSWM
147
Boston Standard Wealth Management
Massachusetts
$556K +$10.8K +141 +2%
CAWM
148
Capital A Wealth Management
Pennsylvania
$556K +$556K +7,252 New
SI
149
SimpliFi Inc
California
$554K +$11.5K +150 +2%
JFA
150
JNBA Financial Advisors
Minnesota
$552K +$12K +156 +2%
4 5
6
7 8