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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 %
TFS
151
Thoroughbred Financial Services
Tennessee
$542K +$153K +2,003 +39%
AL
152
Aspiriant LLC
California
$535K +$1.76K +23 +0.3%
GPWA
153
Great Point Wealth Advisors
Massachusetts
$529K -$2.61K -34 -0.5%
Renaissance Technologies
154
Renaissance Technologies
New York
$521K +$157K +2,047 +43%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$512K +$338K +4,410 +195%
SWP
156
Stratos Wealth Partners
Ohio
$499K +$4.9K +64 +1%
KWM
157
Kingsview Wealth Management
Oregon
$494K -$4.6K -60 -0.9%
WWG
158
West Wealth Group
California
$489K +$36.7K +479 +8%
SWM
159
Sugarloaf Wealth Management
Georgia
$481K +$4.37K +57 +0.9%
CI
160
CX Institutional
Indiana
$478K +$190K +2,475 +66%
LA
161
Lane & Associates
New Jersey
$476K -$30.8K -393 -6%
GS
162
GWN Securities
Florida
$474K +$474K +6,127 New
KA
163
Klingman & Associates
New York
$466K +$36.4K +475 +8%
CIA
164
Cape Investment Advisory
Georgia
$464K +$1.46K +19 +0.3%
TDWM
165
Topel & Distasi Wealth Management
California
$461K +$103K +1,340 +29%
FFA
166
Farther Finance Advisors
California
$455K +$399K +5,203 +702%
HI
167
Harbour Investments
Wisconsin
$430K +$72.3K +944 +20%
SFG
168
Sovereign Financial Group
Connecticut
$428K +$114K +1,486 +36%
AWA
169
Aquire Wealth Advisors
Utah
$426K +$20.5K +267 +5%
RIA
170
Regal Investment Advisors
Michigan
$421K +$54.5K +712 +15%
MAWA
171
Moss Adams Wealth Advisors
Washington
$419K +$9.35K +122 +2%
IWS
172
Integrity Wealth Solutions
Colorado
$418K +$15.8K +206 +4%
CWM
173
Cornerstone Wealth Management
Missouri
$411K – – –
TFO
174
Tarbox Family Office
California
$410K -$53.4K -697 -12%
RFG
175
RFP Financial Group
Georgia
$410K -$28.1K -367 -6%
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