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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
HWM
226
HB Wealth Management
Georgia
$201K +$201K +2,916 New
MML Investors Services
227
MML Investors Services
Massachusetts
$201K +$201K +2,914 New
EWA
228
EP Wealth Advisors
California
$201K +$2.49K +36 +1%
BHWM
229
Bay Harbor Wealth Management
Maryland
$189K +$6.56K +95 +4%
S
230
SignatureFD
Georgia
$184K +$2.28K +33 +1%
MWM
231
Mascoma Wealth Management
New Hampshire
$183K +$15.2K +220 +9%
GRP
232
Global Retirement Partners
California
$170K +$18.1K +266 +12%
Fidelity Investments
233
Fidelity Investments
Massachusetts
$139K -$138 -2 -0.1%
NL
234
NVWM LLC
Pennsylvania
$137K +$10.4K +151 +8%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$134K -$8.56K -124 -6%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$112K +$829 +12 +0.7%
Citigroup
237
Citigroup
New York
$110K
IWA
238
Icon Wealth Advisors
Texas
$110K +$110K +1,599 New
CWM
239
CarsonAllaria Wealth Management
Illinois
$109K +$13.7K +198 +14%
CF
240
Centaurus Financial
California
$104K -$9.43K -136 -8%
IA
241
IFP Advisors
Florida
$103K -$113K -1,641 -52%
ACA
242
American Capital Advisory
Idaho
$102K +$102K +1,478 New
William Blair & Company
243
William Blair & Company
Illinois
$99.4K +$207 +3 +0.2%
FFA
244
Founders Financial Alliance
North Carolina
$95.4K
EWA
245
Elevate Wealth Advisory
Georgia
$93.6K +$93.6K +1,356 New
GFPC
246
Global Financial Private Client
Florida
$91.5K
EWP
247
Elevation Wealth Partners
California
$72.1K
MA
248
Montag & Associates
Georgia
$71.5K
HFS
249
Hantz Financial Services
Michigan
$71K +$71K +1,035 New
CFG
250
CKW Financial Group
Hawaii
$70K +$1.32K +19 +2%