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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
+$41.4M
2
Stifel Financial
Stifel Financial
Missouri
+$20.6M
3
Morgan Stanley
Morgan Stanley
New York
+$12.4M
4
EP
Essential Planning
New Hampshire
+$5.78M
5
VWM
VCI Wealth Management
Missouri
+$5.01M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.49M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$3.24M
3
OMC
Old Mission Capital
Illinois
-$3.09M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.12M
5
MCWS
McKinley Carter Wealth Services
West Virginia
-$867K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
176
Central Trust Company
Missouri
$405K -$230 -3 -0.1%
AFG
177
ABLE Financial Group
Arizona
$397K +$49.6K +648 +14%
WWM
178
Western Wealth Management
Colorado
$386K -$311K -4,064 -45%
GC
179
Gould Capital
Washington
$379K +$2.68K +35 +0.7%
SF
180
SWP Financial
California
$379K -$10.3K -135 -3%
CFA
181
Cahill Financial Advisors
Minnesota
$377K -$13.9K -182 -4%
MW
182
Marcum Wealth
Ohio
$377K +$377K +4,916 New
APWA
183
Atlas Private Wealth Advisors
New Jersey
$372K +$41K +535 +12%
Comerica Bank
184
Comerica Bank
Texas
$368K +$11.6K +152 +3%
AI
185
Atria Investments
North Carolina
$368K +$368K +4,799 New
AWS
186
Atria Wealth Solutions
New York
$367K -$632K -8,255 -63%
AIA
187
Arbor Investment Advisors
North Carolina
$358K -$30.9K -403 -8%
DP
188
Divergent Planning
Maryland
$358K +$2.42K +32 +0.7%
SFM
189
Signet Financial Management
New Jersey
$358K +$18.9K +247 +6%
SRA
190
Secured Retirement Advisors
Minnesota
$356K -$6.36K -83 -2%
MML Investors Services
191
MML Investors Services
Massachusetts
$353K +$353K +4,608 New
WW
192
Westshore Wealth
California
$352K +$78.4K +1,024 +29%
FFC
193
Frederick Financial Consultants
Maryland
$350K +$350K +4,573 New
GRP
194
Global Retirement Partners
California
$349K +$157K +2,049 +82%
HGA
195
Hobbs Group Advisors
South Carolina
$348K +$89.8K +1,172 +35%
MLFP
196
MPS Loria Financial Planners
Illinois
$336K +$336K +4,391 New
BWM
197
BCGM Wealth Management
Indiana
$333K +$5.21K +68 +2%
JWA
198
JFS Wealth Advisors
Pennsylvania
$332K +$996 +13 +0.3%
SB
199
Strategic Blueprint
Georgia
$326K +$69.1K +902 +27%
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$326K +$326K +4,251 New
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