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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 %
CWP
251
Concord Wealth Partners
Virginia
$65K +$552 +8 +0.9%
US Bancorp
252
US Bancorp
Minnesota
$61.5K
HIA
253
Harbor Investment Advisory
Maryland
$60.9K +$6.91K +100 +13%
RFG
254
RFP Financial Group
Georgia
$60.3K +$26.1K +378 +76%
LC
255
Lindbrook Capital
California
$56.6K
LOIP
256
Live Oak Investment Partners
Texas
$54.7K -$51.1K
NB
257
NBT Bank
New York
$47.2K +$47.2K +683 New
FFA
258
Farther Finance Advisors
California
$41.2K +$6.77K +98 +20%
ODG
259
O'Dell Group
Ohio
$40.9K +$40.9K +592 New
RIM
260
Rockbridge Investment Management
New York
$39.5K +$39.5K +572 New
AWM
261
Activest Wealth Management
Florida
$34.5K
GI
262
GAMMA Investing
California
$34.2K +$34.2K +495 New
HGA
263
Hobbs Group Advisors
South Carolina
$32.3K +$32.3K +468 New
LCM
264
Logan Capital Management
Pennsylvania
$29.8K
CT
265
Cambridge Trust
Massachusetts
$29.7K
EWM
266
EPG Wealth Management
Georgia
$27.8K
MIM
267
Macroview Investment Management
Maryland
$26.2K +$345 +5 +1%
CFS
268
CGC Financial Services
Oregon
$24.8K +$207 +3 +0.8%
LPP
269
Life Planning Partners
Florida
$23.5K +$23.5K +340 New
SWM
270
Spire Wealth Management
Virginia
$17.9K
NSIM
271
North Star Investment Management
Illinois
$14.8K +$207 +3 +1%
HNB
272
Huntington National Bank
Ohio
$13.8K -$12.7K
FFO
273
Fortitude Family Office
Arizona
$13.4K +$13.4K +194 New
BCMLT
274
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.4K
APC
275
Aspire Private Capital
North Carolina
$12.3K