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iShares Core 80/20 Aggressive Allocation ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$49.1M 640,922 +540,473 +538%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$39.4M 514,729 +52 +0%
Stifel Financial
3
Stifel Financial
Missouri
$23.5M 306,454 +268,641 +710%
AssetMark Inc
4
AssetMark Inc
California
$20.9M 272,646 -3,326 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$20.6M 268,813 +268,813 New
Morgan Stanley
6
Morgan Stanley
New York
$20.1M 262,910 +161,405 +159%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$14.2M 185,151 -6,538 -3%
MFIM
8
Mesirow Financial Investment Management
Illinois
$12.2M 159,818 +977 +0.6%
LPL Financial
9
LPL Financial
California
$12.2M 158,671 +9,285 +6%
WA
10
Waverly Advisors
Alabama
$11M 143,522 -1,444 -1%
LIA
11
LBMC Investment Advisors
Tennessee
$10.5M 137,655 -1,591 -1%
Bank of America
12
Bank of America
North Carolina
$9.96M 130,021 -4,673 -3%
GM
13
GeoWealth Management
Illinois
$9.79M 127,810 +44,057 +53%
PAMG
14
Patton Albertson Miller Group
Tennessee
$8.32M 108,597 -3,840 -3%
EIG
15
Ellenbecker Investment Group
Wisconsin
$8.1M 105,723 +26,250 +33%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.11M 92,813 -3,583 -4%
Legacy Financial Group (Iowa)
17
Legacy Financial Group (Iowa)
Iowa
$6.96M 90,789 -1,619 -2%
JSA
18
Jim Saulnier & Associates
Colorado
$6.11M 79,696 +24,520 +44%
UW
19
Unique Wealth
Florida
$5.86M 76,529 -2,632 -3%
EP
20
Essential Planning
New Hampshire
$5.78M 73,855 +73,855 New
FIA
21
Foundations Investment Advisors
Arizona
$5.55M 72,432 +11,197 +18%
KPWS
22
Kestra Private Wealth Services
Texas
$5.4M 70,430 +7,101 +11%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.35M 69,830 +49,477 +243%
ACP
24
Aveo Capital Partners
Colorado
$5.13M 66,915 +2,210 +3%
FAIM
25
Financial Advocates Investment Management
Washington
$5.11M 66,673 +8,630 +15%