AOA icon

iShares Core 80/20 Aggressive Allocation ETF

307 hedge funds and large institutions have $515M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 131 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
307
Holders Change
+32
Holders Change %
+11.64%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
131
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$81.4M 1,178,542 +1,045,600 +787%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$32.1M 464,699 +34,851 +8%
RJA
3
Raymond James & Associates
Florida
$25.8M 373,075 +346,253 +1,291%
Morgan Stanley
4
Morgan Stanley
New York
$21.6M 312,188 +216,051 +225%
AssetMark Inc
5
AssetMark Inc
California
$20.9M 302,432 -22,201 -7%
WC
6
Waterloo Capital
Texas
$16.8M 243,462 +11,084 +5%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$14.9M 215,121 -7,327 -3%
Stifel Financial
8
Stifel Financial
Missouri
$13.4M 194,608 +172,603 +784%
MFIM
9
Mesirow Financial Investment Management
Illinois
$11M 159,348 +159,348 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10.7M 154,698 +68,613 +80%
LIA
11
LBMC Investment Advisors
Tennessee
$9.7M 140,509 -895 -0.6%
LPL Financial
12
LPL Financial
California
$9.68M 140,123 +4,342 +3%
Bank of America
13
Bank of America
North Carolina
$8.23M 119,132 -13,287 -10%
PAMG
14
Patton Albertson Miller Group
Tennessee
$7.9M 114,463 +1,815 +2%
WA
15
Waverly Advisors
Alabama
$5.5M 79,650 +237 +0.3%
FAAM
16
First Ascent Asset Management
Colorado
$5.49M 79,461 +5,490 +7%
NWM
17
Northwest Wealth Management
Iowa
$5.47M 79,146 +1,842 +2%
UW
18
Unique Wealth
Florida
$4.64M 67,227 +791 +1%
WA
19
Wealth Alliance
New York
$4.61M 66,754 -1,220 -2%
Ameriprise
20
Ameriprise
Minnesota
$4.43M 64,137 +32,661 +104%
CWA
21
Consilium Wealth Advisory
Texas
$3.97M 57,432 +2,640 +5%
EIG
22
Ellenbecker Investment Group
Wisconsin
$3.94M 57,035 +2,515 +5%
ACP
23
Aveo Capital Partners
Colorado
$3.86M 55,877 +1,164 +2%
KPWS
24
Kestra Private Wealth Services
Texas
$3.53M 51,131 +51,131 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.42M 49,507 +41,341 +506%