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iShares Core 80/20 Aggressive Allocation ETF

315 hedge funds and large institutions have $433M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+11
Holders Change %
+3.62%
% of All Funds
4.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
131
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
251
Concord Wealth Partners
Virginia
$70.5K +$75 +1 +0.1%
LOIP
252
Live Oak Investment Partners
Texas
$67.5K
US Bancorp
253
US Bancorp
Minnesota
$61.4K -$5.16K -69 -8%
LC
254
Lindbrook Capital
California
$61.3K
FFA
255
Farther Finance Advisors
California
$54.8K +$7.41K +99 +16%
TSMHT
256
Thurston Springer Miller Herd & Titak
Indiana
$54.7K
CFG
257
CKW Financial Group
Hawaii
$54K -$26.8K -360 -33%
WTA
258
Washington Trust Advisors
Massachusetts
$51.7K
NB
259
NBT Bank
New York
$51.1K
HGA
260
Hobbs Group Advisors
South Carolina
$42.2K +$42.2K +565 New
LFG
261
Larson Financial Group
Missouri
$41.6K +$40.8K +546 +5,460%
GI
262
Gradient Investments
Minnesota
$38.1K +$38.1K +509 New
AWM
263
Activest Wealth Management
Florida
$37.3K
GI
264
GAMMA Investing
California
$37K
HFS
265
Hantz Financial Services
Michigan
$35K +$35K +467 New
CA
266
Continuum Advisory
Idaho
$33.7K
MIM
267
Macroview Investment Management
Maryland
$32.7K +$75 +1 +0.2%
LCM
268
Logan Capital Management
Pennsylvania
$32.3K
EWM
269
EPG Wealth Management
Georgia
$29.9K -$29.4K -400 Closed
Jones Financial Companies
270
Jones Financial Companies
Missouri
$26.3K
PCWA
271
Pacific Capital Wealth Advisors
California
$25.3K +$25.3K +338 New
TWC
272
TD Waterhouse Canada
Ontario, Canada
$22.7K +$11.5K +154 +103%
CFS
273
CGC Financial Services
Oregon
$20.3K
APC
274
Aspire Private Capital
North Carolina
$20.1K -$6.74K -90 -25%
NSIM
275
North Star Investment Management
Illinois
$18.3K +$2.25K +30 +14%