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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 %
RFA
276
Register Financial Advisors
Georgia
$9.04K +$9.04K +123 New
CFGS
277
Concourse Financial Group Securities
Alabama
$8.96K
AWM
278
AllSquare Wealth Management
New York
$8.67K
HFS
279
Horizon Financial Services
North Carolina
$7.71K +$7.71K +105 New
NRG
280
Nemes Rush Group
Michigan
$7.64K
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$7.32K +$7.32K +100 New
FFO
282
Fortitude Family Office
Arizona
$6.77K -$7.5K -102 -53%
SWM
283
Spire Wealth Management
Virginia
$6.46K -$12.7K -173 -66%
IHWM
284
Iron Horse Wealth Management
Iowa
$5.29K
PGAM
285
Princeton Global Asset Management
New Jersey
$4.63K
AA
286
Addison Advisors
Vermont
$4.63K +$808 +11 +21%
AA
287
Ancora Advisors
Ohio
$4.56K -$8.16K -111 -64%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$4.47K
CWC
289
Carolinas Wealth Consulting
North Carolina
$4K
HNB
290
Huntington National Bank
Ohio
$3.53K -$13.8K
DIP
291
DT Investment Partners
Pennsylvania
$3.31K
PA
292
Pineridge Advisors
Missouri
$3.24K
VWWMG
293
Vermillion & White Wealth Management Group
Pennsylvania
$3.23K
KFI
294
Key Financial Inc
Pennsylvania
$2.72K
BA
295
Ballast Advisors
Minnesota
$2.35K
CA
296
Crewe Advisors
Utah
$2.2K
FWM
297
FSA Wealth Management
Massachusetts
$2.14K
SSB
298
Sandy Spring Bank
Maryland
$2K
EWM
299
Evermay Wealth Management
Virginia
$1.76K
TPCW
300
TD Private Client Wealth
New York
$1.47K +$1.47K +20 New