AOA icon

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 %
IAIM
276
International Assets Investment Management
Florida
$17.3K +$17.3K +231 New
National Bank of Canada
277
National Bank of Canada
Quebec, Canada
$16.6K
OP
278
ORG Partners
Indiana
$16.3K +$16.3K +217 New
MBFW
279
Morton Brown Family Wealth
Pennsylvania
$14.3K +$1.36K +18 +11%
ME
280
McIlrath & Eck
Washington
$13.6K +$3.52K +47 +35%
EWA
281
Elevate Wealth Advisory
Georgia
$13.1K -$85.2K -1,139 -87%
TCG
282
Transcendent Capital Group
Oklahoma
$12.9K +$75 +1 +0.6%
WWP
283
WR Wealth Planners
Missouri
$11.7K
CAM
284
Creekmur Asset Management
Illinois
$11.6K +$75 +1 +0.6%
RFA
285
Register Financial Advisors
Georgia
$9.2K
CFGS
286
Concourse Financial Group Securities
Alabama
$9.12K
AWM
287
AllSquare Wealth Management
New York
$8.82K
OSAM
288
O'Shaughnessy Asset Management
Connecticut
$7.85K -$96.6K -1,292 -92%
NRG
289
Nemes Rush Group
Michigan
$7.78K
HFS
290
Horizon Financial Services
North Carolina
$7.55K -$299 -4 -4%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$7.55K
AIM
292
Anchor Investment Management
South Carolina
$7.48K +$7.48K +100 New
SWM
293
Spire Wealth Management
Virginia
$6.58K
ATPW
294
Ashton Thomas Private Wealth
Arizona
$5.68K +$5.68K +76 New
IHWM
295
Iron Horse Wealth Management
Iowa
$5.38K
AA
296
Addison Advisors
Vermont
$4.71K
PGAM
297
Princeton Global Asset Management
New Jersey
$4.71K
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
$4.6K
CWC
299
Carolinas Wealth Consulting
North Carolina
$4.08K +$74 +1 +2%
DIP
300
DT Investment Partners
Pennsylvania
$3.37K