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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 %
LC
251
Lindbrook Capital
California
$60.2K
TSMHT
252
Thurston Springer Miller Herd & Titak
Indiana
$53.7K +$53.7K +731 New
WTA
253
Washington Trust Advisors
Massachusetts
$50.8K +$50.8K +691 New
NB
254
NBT Bank
New York
$50.2K
FFA
255
Farther Finance Advisors
California
$46.3K +$2.71K +37 +6%
AWM
256
Activest Wealth Management
Florida
$36.7K
GI
257
GAMMA Investing
California
$36.4K
CA
258
Continuum Advisory
Idaho
$32.9K +$32.9K +450 New
MIM
259
Macroview Investment Management
Maryland
$32K +$4.11K +56 +15%
LCM
260
Logan Capital Management
Pennsylvania
$31.7K
CT
261
Cambridge Trust
Massachusetts
$31.6K
EWM
262
EPG Wealth Management
Georgia
$29.4K
APC
263
Aspire Private Capital
North Carolina
$26.4K +$13.4K +182 +103%
Jones Financial Companies
264
Jones Financial Companies
Missouri
$25.9K +$25.9K +352 New
CFS
265
CGC Financial Services
Oregon
$19.9K -$6.47K -88 -25%
National Bank of Canada
266
National Bank of Canada
Quebec, Canada
$16.2K +$9.51K +130 +141%
NSIM
267
North Star Investment Management
Illinois
$15.7K
TCG
268
Transcendent Capital Group
Oklahoma
$12.7K
MBFW
269
Morton Brown Family Wealth
Pennsylvania
$12.6K +$1.54K +21 +14%
CA
270
Clearstead Advisors
Ohio
$11.7K +$11.7K +160 New
WWP
271
WR Wealth Planners
Missouri
$11.5K +$11.5K +156 New
CAM
272
Creekmur Asset Management
Illinois
$11.3K
FIM
273
Fernwood Investment Management
Massachusetts
$11.2K +$11.2K +153 New
TWC
274
TD Waterhouse Canada
Ontario, Canada
$10.9K
ME
275
McIlrath & Eck
Washington
$9.84K +$1.1K +15 +13%