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iShares Core 80/20 Aggressive Allocation ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$227K +$395 +5 +0.2%
CHA
227
Cooper/Haims Advisors
New York
$226K +$226K +2,866 New
MWM
228
Meridian Wealth Management
Kentucky
$225K +$225K +2,858 New
TFA
229
TPG Financial Advisors
Oregon
$222K +$7.58K +96 +4%
BA
230
Bellwether Advisors
Nebraska
$218K +$218K +2,759 New
S
231
SignatureFD
Georgia
$217K +$1.5K +19 +0.7%
HIP
232
HUB Investment Partners
Texas
$215K -$229K -2,903 -52%
CCA
233
Cora Capital Advisors
New Jersey
$207K -$25.6K -325 -11%
MFS
234
McNamara Financial Services
Massachusetts
$206K +$206K +2,607 New
KWM
235
Keebeck Wealth Management
Illinois
$203K +$203K +2,578 New
OAP
236
One Advisory Partners
Kansas
$201K +$201K +2,542 New
GRP
237
Global Retirement Partners
California
$198K -$158 -2 -0.1%
National Bank of Canada
238
National Bank of Canada
Quebec, Canada
$197K +$179K +2,274 +1,024%
CA
239
CoreCap Advisors
Michigan
$181K +$181K +2,290 New
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$179K -$18.2K -231 -9%
PA
241
Parallel Advisors
California
$168K -$9.39K -119 -5%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$159K +$79 +1 +0%
MG
243
Mather Group
Illinois
$156K -$4.42K -56 -3%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$144K +$24.4K +309 +20%
ACA
245
Aptus Capital Advisors
Alabama
$144K +$10.1K +128 +8%
CWM
246
CarsonAllaria Wealth Management
Illinois
$138K +$26.4K +335 +24%
ACA
247
American Capital Advisory
Idaho
$127K +$10.5K +133 +9%
Citigroup
248
Citigroup
New York
$126K
CF
249
Centaurus Financial
California
$115K
GFPC
250
Global Financial Private Client
Florida
$105K