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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

318 hedge funds and large institutions have $454M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 28 closing their positions.

Holders
318
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.6%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
32
Increased
143
Reduced
96
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSA
1
Jim Saulnier & Associates
Colorado
$4.35M
2
OMC
2
Old Mission Capital
Illinois
$3.09M
3
Wells Fargo
3
Wells Fargo
California
$7.93M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$40.6M
5
GVAG
5
Great Valley Advisor Group
Delaware
$2.07M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$6.61M
2
Jane Street
2
Jane Street
New York
$0
3
ECA
3
Elevation Capital Advisory
Oregon
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$40.6M 514,677 +35,918 +8%
AssetMark Inc
2
AssetMark Inc
California
$21.8M 275,972 +1,281 +0.5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$15.1M 191,689 -7,718 -4%
MFIM
4
Mesirow Financial Investment Management
Illinois
$12.5M 158,841 -9,893 -6%
LPL Financial
5
LPL Financial
California
$11.8M 149,386 +9,696 +7%
WA
6
Waverly Advisors
Alabama
$11.4M 144,966 +3,318 +2%
LIA
7
LBMC Investment Advisors
Tennessee
$11M 139,246 -704 -0.5%
Bank of America
8
Bank of America
North Carolina
$10.6M 134,694 +1,535 +1%
PAMG
9
Patton Albertson Miller Group
Tennessee
$8.87M 112,437 +1,978 +2%
Morgan Stanley
10
Morgan Stanley
New York
$8.01M 101,505 +9,586 +10%
Wells Fargo
11
Wells Fargo
California
$7.93M 100,449 +38,326 +62%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.61M 96,396 -3,200 -3%
Legacy Financial Group (Iowa)
13
Legacy Financial Group (Iowa)
Iowa
$7.29M 92,408 +9,245 +11%
GM
14
GeoWealth Management
Illinois
$6.61M 83,753 -129,229 -61%
EIG
15
Ellenbecker Investment Group
Wisconsin
$6.27M 79,473 +5,376 +7%
UW
16
Unique Wealth
Florida
$6.25M 79,161 -1 -0%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.03M 76,344 -4,483 -6%
WA
18
Wealth Alliance
New York
$5.2M 65,933 +60 +0.1%
FAIM
19
Financial Advocates Investment Management
Washington
$5.2M 58,043 +19,644 +51%
ACP
20
Aveo Capital Partners
Colorado
$5.11M 64,705 +2,919 +5%
KPWS
21
Kestra Private Wealth Services
Texas
$5M 63,329 -756 -1%
FIA
22
Foundations Investment Advisors
Arizona
$4.83M 61,235 -5,328 -8%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$4.78M 60,557 -11,630 -16%
CA
24
Clearstead Advisors
Ohio
$4.71M 59,669 +283 +0.5%
CWA
25
Consilium Wealth Advisory
Texas
$4.66M 59,011 +994 +2%
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