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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 %
CA
301
Crewe Advisors
Utah
$2.07K
FWM
302
FSA Wealth Management
Massachusetts
$2K +$2K +29 New
SSB
303
Sandy Spring Bank
Maryland
$1.88K
EWM
304
Evermay Wealth Management
Virginia
$1.66K
CP
305
Castleview Partners
Texas
$1.04K
CFD
306
Creative Financial Designs
Indiana
$829
LFG
307
Larson Financial Group
Missouri
$691
IRC
308
Investors Research Corp
Georgia
$138
Legacy Financial Group (Iowa)
309
Legacy Financial Group (Iowa)
Iowa
-$3.93M -61,934 Closed
Goldman Sachs
310
Goldman Sachs
New York
-$935K -14,729 Closed
EWMCB
311
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$726K -11,435 Closed
AAS
312
Annex Advisory Services
Wisconsin
-$306K -4,819 Closed
APWA
313
Atlas Private Wealth Advisors
New Jersey
-$223K -3,508 Closed
TFA
314
TPG Financial Advisors
Oregon
-$218K -3,441 Closed
LSPW
315
Lake Street Private Wealth
Illinois
-$219K -3,440 Closed
RIA
316
Realta Investment Advisors
Delaware
-$185K -2,787 Closed
HL
317
HeadInvest LLC
Maine
-$29.8K -473 Closed
CSPIA
318
Cary Street Partners Investment Advisory
Virginia
-$19.4K -305 Closed
WWP
319
WR Wealth Planners
Missouri
-$15.9K -250 Closed
OC
320
Oakworth Capital
Alabama
-$11.2K -176 Closed
GWM
321
Geneos Wealth Management
Colorado
-$11.1K -175 Closed
RFA
322
Register Financial Advisors
Georgia
-$7.81K -123 Closed
WP
323
WealthShield Partners
North Carolina
-$7.37K -116 Closed
CAS
324
Coppell Advisory Solutions
Texas
-$6.33K -106 Closed
IPW
325
Impact Partnership Wealth
Georgia
-$6.35K -100 Closed