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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 %
WTC
276
WhitTier Trust Company
Nevada
$28.5K +$28.5K +361 New
DWM
277
Darwin Wealth Management
Florida
$25.4K +$25.4K +322 New
TWC
278
TD Waterhouse Canada
Ontario, Canada
$23.8K -$78 -1 -0.3%
CFS
279
CGC Financial Services
Oregon
$21.4K
APC
280
Aspire Private Capital
North Carolina
$21.3K
NSIM
281
North Star Investment Management
Illinois
$19.4K +$158 +2 +0.8%
GWM
282
Geneos Wealth Management
Colorado
$19.2K +$19.2K +243 New
MBFW
283
Morton Brown Family Wealth
Pennsylvania
$18.9K +$3.95K +50 +26%
OP
284
ORG Partners
Indiana
$17.6K +$319 +4 +2%
EWA
285
Elevate Wealth Advisory
Georgia
$15.8K +$1.97K +25 +14%
ME
286
McIlrath & Eck
Washington
$15.5K +$1.18K +15 +8%
WWP
287
WR Wealth Planners
Missouri
$12.3K
CAM
288
Creekmur Asset Management
Illinois
$12.3K +$79 +1 +0.6%
BCWM
289
Bartlett & Co Wealth Management
Ohio
$10.3K +$10.3K +130 New
CFGS
290
Concourse Financial Group Securities
Alabama
$9.63K
AWM
291
AllSquare Wealth Management
New York
$9.31K
FFO
292
Fortitude Family Office
Arizona
$8.68K +$8.68K +110 New
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$8.28K
HFS
294
Horizon Financial Services
North Carolina
$7.97K
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$7.89K
NRG
296
Nemes Rush Group
Michigan
$7.64K
TCG
297
Transcendent Capital Group
Oklahoma
$7.43K -$6.24K -79 -46%
CAS
298
Coppell Advisory Solutions
Texas
$7.32K +$7.32K +93 New
SWM
299
Spire Wealth Management
Virginia
$6.94K
IHWM
300
Iron Horse Wealth Management
Iowa
$5.68K