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iShares Core 80/20 Aggressive Allocation ETF

304 hedge funds and large institutions have $417M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 106 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
41
Increased
109
Reduced
106
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
226
SignatureFD
Georgia
$200K +$4.41K +60 +2%
CA
227
CoreCap Advisors
Michigan
$198K +$198K +2,701 New
NL
228
NVWM LLC
Pennsylvania
$194K +$47.7K +650 +33%
GRP
229
Global Retirement Partners
California
$184K
Fidelity Investments
230
Fidelity Investments
Massachusetts
$148K
ACA
231
Aptus Capital Advisors
Alabama
$145K -$869K -11,836 -86%
ACA
232
American Capital Advisory
Idaho
$125K +$31.4K +494 +33%
Citigroup
233
Citigroup
New York
$118K +$588 +8 +0.5%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$111K -$7.86K -107 -7%
IA
235
IFP Advisors
Florida
$108K -$955 -13 -0.9%
CF
236
Centaurus Financial
California
$107K -$3.69K -50 -3%
William Blair & Company
237
William Blair & Company
Illinois
$106K
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$105K -$122K -1,663 -54%
CWM
239
CarsonAllaria Wealth Management
Illinois
$104K -$12.2K -166 -11%
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$103K +$103K +1,397 New
FFA
241
Founders Financial Alliance
North Carolina
$102K
GFPC
242
Global Financial Private Client
Florida
$97K
EWA
243
Elevate Wealth Advisory
Georgia
$96.5K -$3.09K -42 -3%
EWP
244
Elevation Wealth Partners
California
$84.4K +$1.03K +14 +1%
CFG
245
CKW Financial Group
Hawaii
$79K +$5.6K +77 +8%
MA
246
Montag & Associates
Georgia
$76.1K
CWP
247
Concord Wealth Partners
Virginia
$69.1K -$73 -1 -0.1%
HIA
248
Harbor Investment Advisory
Maryland
$68.5K +$3.67K +50 +6%
MG
249
Mather Group
Illinois
$65.9K +$65.9K +955 New
US Bancorp
250
US Bancorp
Minnesota
$65.4K