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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 %
AA
276
Ancora Advisors
Ohio
$11.9K +$2.28K +33 +24%
TCG
277
Transcendent Capital Group
Oklahoma
$11.9K +$11.9K +172 New
CAM
278
Creekmur Asset Management
Illinois
$10.7K +$10.7K +154 New
MBFW
279
Morton Brown Family Wealth
Pennsylvania
$10.4K +$8.29K +120 +400%
TWC
280
TD Waterhouse Canada
Ontario, Canada
$10.2K
BC
281
Bartlett & Co
Ohio
$10K +$10K +142 New
BCWM
282
Bartlett & Co Wealth Management
Ohio
$9.83K +$9.83K +142 New
CFGS
283
Concourse Financial Group Securities
Alabama
$8.42K
FWM
284
Focused Wealth Management
New York
$8.42K
ME
285
McIlrath & Eck
Washington
$8.22K +$138 +2 +2%
AWM
286
AllSquare Wealth Management
New York
$8.15K
NRG
287
Nemes Rush Group
Michigan
$7.18K
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$6.3K
GWMIA
289
Global Wealth Management Investment Advisory
Florida
$5.94K
AWM
290
Able Wealth Management
New Jersey
$5.14K +$5.14K +74 New
IHWM
291
Iron Horse Wealth Management
Iowa
$4.97K
PGAM
292
Princeton Global Asset Management
New Jersey
$4.35K
Bank of Montreal
293
Bank of Montreal
Ontario, Canada
$4.04K +$66 +1 +2%
CWC
294
Carolinas Wealth Consulting
North Carolina
$3.76K
AA
295
Addison Advisors
Vermont
$3.59K
DIP
296
DT Investment Partners
Pennsylvania
$3.14K
VWWMG
297
Vermillion & White Wealth Management Group
Pennsylvania
$3.04K +$3.04K +44 New
PA
298
Pineridge Advisors
Missouri
$3.03K +$3.03K +44 New
KFI
299
Key Financial Inc
Pennsylvania
$2.56K
BA
300
Ballast Advisors
Minnesota
$2.21K