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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 %
CFD
301
Creative Financial Designs
Indiana
$882
LFG
302
Larson Financial Group
Missouri
$735
HGERS
303
Householder Group Estate & Retirement Specialist
Arizona
$588
PAG
304
Paladin Advisory Group
Iowa
$586 +$586 +8 New
TRCT
305
Tower Research Capital (TRC)
New York
$294 +$294 +4 New
IRC
306
Investors Research Corp
Georgia
$147
FAM
307
Forte Asset Management
New York
-$568K -8,233 Closed
WP
308
WealthPLAN Partners
Nebraska
-$561K -8,128 Closed
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
-$507K -7,345 Closed
CWP
310
Corepath Wealth Partners
Arizona
-$476K -6,997 Closed
FTUS
311
Flow Traders U.S.
New York
-$462K -6,697 Closed
KWM
312
Keebeck Wealth Management
Illinois
-$320K -4,640 Closed
JCM
313
Janney Capital Management
Pennsylvania
-$304K -4,404 Closed
AFG
314
AFS Financial Group
Maryland
-$300K -4,346 Closed
MW
315
Marcum Wealth
Ohio
-$297K -4,307 Closed
SC
316
Scotia Capital
Ontario, Canada
-$279K -4,046 Closed
MWM
317
Meridian Wealth Management
Kentucky
-$274K -3,979 Closed
FPAS
318
Focus Partners Advisor Solutions
Missouri
-$271K -3,922 Closed
SAG
319
SageView Advisory Group
California
-$273K -3,912 Closed
MIC
320
Means Investment Company
Maine
-$248K -3,594 Closed
ARC
321
Advisor Resource Council
Texas
-$247K -3,575 Closed
KIG
322
Kowal Investment Group
Wisconsin
-$232K -3,354 Closed
ZIM
323
Zacks Investment Management
Illinois
-$232K -3,354 Closed
NC
324
NewSquare Capital
Pennsylvania
-$227K -3,281 Closed
Fisher Asset Management
325
Fisher Asset Management
Washington
-$225K -3,263 Closed