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iShares Core 80/20 Aggressive Allocation ETF
275 hedge funds and large institutions have $336M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
14% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 97
5% more funds holding
Funds holding: 261 → 275 (+14)
0.11% more ownership
Funds ownership: 21.08% → 21.19% (+0.11%)
1% less capital invested
Capital invested by funds: $340M → $336M (-$3.71M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
275
Holders Change
+14
Holders Change %
+5.36%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
111
Reduced
97
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
WC
Waterloo Capital
Austin,
Texas
|
-$5.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.87M |
| 3 |
Jane Street
New York
|
-$1.57M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.42M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
276
Authentikos Wealth Advisory
Morgan Hill,
California
| $444 | +$460 | +7 | New |
|
|
IRC
277
Investors Research Corp
Atlanta,
Georgia
| $127 | – | – | – |
|
|
GM
278
GeoWealth Management
Chicago,
Illinois
| – | -$738K | -11,123 | Closed |
|
279
Renaissance Technologies
New York
| – | -$590K | -8,900 | Closed |
|
280
MML Investors Services
Springfield,
Massachusetts
| – | -$241K | -3,629 | Closed |
|
|
SWA
281
Sightline Wealth Advisors
Groton,
Connecticut
| – | -$204K | -3,207 | Closed |
|
282
Koshinski Asset Management
Decatur,
Illinois
| – | -$212K | -3,195 | Closed |
|
|
GW
283
GW & Wade
Wellesley,
Massachusetts
| – | -$206K | -3,105 | Closed |
|
|
MG
284
Mather Group
Chicago,
Illinois
| – | -$71.2K | -1,073 | Closed |
|
|
ODG
285
O'Dell Group
Cincinnati,
Ohio
| – | -$39.1K | -589 | Closed |
|
|
HS
286
Horan Securities
Cincinnati,
United States
| – | -$9.81K | -148 | Closed |
|
|
VF
287
VitalStone Financial
Shavano Park,
Texas
| – | -$9K | -138 | Closed |
|
|
TFGT
288
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$1K | -13 | Closed |
|