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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 %
RFP
201
Root Financial Partners
California
$325K -$35.9K -469 -10%
IAA
202
Independent Advisor Alliance
North Carolina
$322K +$322K +4,206 New
AAP
203
Arax Advisory Partners
Colorado
$322K -$79.7K -1,041 -20%
PJWM
204
Philip James Wealth Mangement
Georgia
$321K +$5.21K +68 +2%
FSG
205
Financial Strategies Group
Michigan
$314K +$2.95K +39 +0.9%
SCM
206
Saxony Capital Management
Missouri
$314K +$42.3K +552 +16%
HIS
207
Harvest Investment Services
Illinois
$313K +$313K +4,087 New
KFG
208
Kelly Financial Group
Connecticut
$313K +$313K +4,083 New
EFG
209
Elios Financial Group
Ohio
$312K +$48.5K +633 +18%
CIA
210
Concurrent Investment Advisors
Florida
$308K -$2.07K -27 -0.7%
MWM
211
Modera Wealth Management
New Jersey
$307K +$996 +13 +0.3%
MSFS
212
Main Street Financial Solutions
Pennsylvania
$306K – – –
SFWC
213
Strategic Family Wealth Counselors
New Jersey
$293K – – –
HHGA
214
Halbert Hargrove Global Advisors
California
$293K +$24.1K +314 +9%
C1AG
215
Client 1st Advisory Group
Florida
$292K +$6.9K +90 +2%
BPA
216
Beacon Pointe Advisors
California
$291K +$13.2K +172 +5%
WFS
217
Weitzel Financial Services
Iowa
$291K +$26.7K +347 +10%
AIM
218
Acropolis Investment Management
Missouri
$289K +$3.68K +48 +1%
HWM
219
HB Wealth Management
Georgia
$282K -$29.9K -390 -10%
SA
220
Sanctuary Advisors
Indiana
$279K +$5.37K +68 +2%
SG
221
Strid Group
Pennsylvania
$275K +$1.46K +19 +0.5%
JCM
222
Janney Capital Management
Pennsylvania
$273K +$273K +3,562 New
MWM
223
Mascoma Wealth Management
New Hampshire
$268K -$11.6K -152 -4%
NCM
224
New Capital Management
Texas
$266K – – –
BA
225
Bellwether Advisors
Nebraska
$266K +$54.4K +710 +26%
7 8
9
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