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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

304 hedge funds and large institutions have $417M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 106 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
41
Increased
109
Reduced
106
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$9.09M
2
Jane Street
2
Jane Street
New York
$9.03M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$5.29M
4
WA
4
Waverly Advisors
Alabama
$9.78M
5
AssetMark Inc
5
AssetMark Inc
California
$25.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.85M
2
RJA
2
Raymond James & Associates
Florida
$747K
3
Morgan Stanley
3
Morgan Stanley
New York
$6.74M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.78M
5
WC
5
Waterloo Capital
Texas
$7.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBF
201
Petix & Botte Financial
California
$257K +$257K +3,505 New
FWP
202
Family Wealth Partners
North Carolina
$257K -$30.7K -418 -11%
SG
203
Strid Group
Pennsylvania
$253K – – –
ACM
204
Altrius Capital Management
North Carolina
$251K +$6.61K +90 +3%
NCM
205
New Capital Management
Texas
$250K +$250K +3,397 New
GVAG
206
Great Valley Advisor Group
Delaware
$247K +$247K +3,363 New
MA
207
Mezzasalma Advisors
New Jersey
$244K -$137K -1,862 -36%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$239K +$96.5K +1,313 +68%
AAS
209
Annex Advisory Services
Wisconsin
$229K +$229K +3,119 New
CWA
210
Choice Wealth Advisors
Maine
$226K +$226K +3,077 New
NGA
211
Naples Global Advisors
Florida
$225K – – –
WANY
212
Wealthspire Advisors (New York)
New York
$225K -$55.1K -750 -20%
GFP
213
Guardian Financial Partners
California
$225K -$8.74K -119 -4%
HWM
214
HB Wealth Management
Georgia
$224K +$9.48K +129 +4%
STA
215
Summit Trail Advisors
New York
$220K – – –
Truist Financial
216
Truist Financial
North Carolina
$216K +$216K +2,944 New
CCA
217
Cora Capital Advisors
New Jersey
$216K +$216K +2,942 New
T
218
TNF
Montana
$215K +$215K +3,021 New
AWM
219
Aprio Wealth Management
Georgia
$214K +$214K +2,914 New
WDL
220
Well Done LLC
Michigan
$214K +$214K +2,909 New
EWA
221
EP Wealth Advisors
California
$214K +$73 +1 +0%
TPW
222
TL Private Wealth
Texas
$211K -$2.55K -35 -1%
WFS
223
Weitzel Financial Services
Iowa
$209K +$209K +2,864 New
RIA
224
Realta Investment Advisors
Delaware
$205K +$205K +2,785 New
BHWM
225
Bay Harbor Wealth Management
Maryland
$204K +$2.79K +38 +1%
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9
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