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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 %
FFA
251
Founders Financial Alliance
North Carolina
$101K
EWP
252
Elevation Wealth Partners
California
$91.6K +$631 +8 +0.7%
MA
253
Montag & Associates
Georgia
$81.8K
CWP
254
Concord Wealth Partners
Virginia
$74.7K +$395 +5 +0.5%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$71K -$34.2K -431 -32%
HIA
256
Harbor Investment Advisory
Maryland
$70.4K -$5.44K -69 -7%
Jones Financial Companies
257
Jones Financial Companies
Missouri
$69K +$41.2K +522 +148%
William Blair & Company
258
William Blair & Company
Illinois
$67.3K -$46.3K -587 -41%
LOIP
259
Live Oak Investment Partners
Texas
$67K -$67.5K
US Bancorp
260
US Bancorp
Minnesota
$64.8K
LC
261
Lindbrook Capital
California
$64.7K
FFA
262
Farther Finance Advisors
California
$58.5K +$710 +9 +1%
TSMHT
263
Thurston Springer Miller Herd & Titak
Indiana
$57.7K
CFG
264
CKW Financial Group
Hawaii
$57K +$390 +5 +0.7%
WTA
265
Washington Trust Advisors
Massachusetts
$54.5K
TCM
266
Tradewinds Capital Management
Washington
$54.1K +$54.1K +685 New
CA
267
Continuum Advisory
Idaho
$49.9K +$14.8K +190 +42%
LFG
268
Larson Financial Group
Missouri
$44.2K +$316 +4 +0.7%
AWM
269
Activest Wealth Management
Florida
$39.4K
GI
270
GAMMA Investing
California
$39.1K
PCWA
271
Pacific Capital Wealth Advisors
California
$35.2K +$8.52K +108 +32%
MIM
272
Macroview Investment Management
Maryland
$34.7K +$237 +3 +0.7%
LCM
273
Logan Capital Management
Pennsylvania
$34.1K
EB
274
Eastern Bank
Massachusetts
$33.9K +$33.9K +430 New
EWM
275
EPG Wealth Management
Georgia
$31.6K +$31.6K +400 New