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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 %
PA
301
Pineridge Advisors
Missouri
$3.31K
VWWMG
302
Vermillion & White Wealth Management Group
Pennsylvania
$3.29K
KFI
303
Key Financial Inc
Pennsylvania
$2.77K
UWS
304
Unique Wealth Strategies
Illinois
$2.5K +$2.5K +34 New
AA
305
Ancora Advisors
Ohio
$2.39K -$2.24K -30 -48%
BA
306
Ballast Advisors
Minnesota
$2.39K
CA
307
Crewe Advisors
Utah
$2.24K
EWM
308
Evermay Wealth Management
Virginia
$1.8K
FNWA
309
Financial Network Wealth Advisors
Utah
$1.8K +$1.8K +24 New
FCAS
310
First Command Advisory Services
Texas
$1.12K +$1.12K +15 New
CFD
311
Creative Financial Designs
Indiana
$897
CB
312
Chris Bulman
California
$897 +$897 +12 New
PAG
313
Paladin Advisory Group
Iowa
$598
TWP
314
Triad Wealth Partners
Kansas
$374 +$374 +5 New
MIA
315
Milestone Investment Advisors
Wisconsin
$300 +$300 +4 New
OWA
316
Opal Wealth Advisors
New York
$300 +$300 +4 New
TRCT
317
Tower Research Capital (TRC)
New York
$224 -$75 -1 -25%
SPC
318
Sigma Planning Corp
Michigan
-$4.15M -56,464 Closed
CST
319
Charles Schwab Trust
Nevada
-$2.8M -38,054 Closed
Goldman Sachs
320
Goldman Sachs
New York
-$1.71M -23,322 Closed
LNC
321
Lincoln National Corp
Pennsylvania
-$959K -13,060 Closed
CAI
322
Capital Advisors Inc
Oklahoma
-$821K -11,170 Closed
VFP
323
Verus Financial Partners
Virginia
-$643K -8,754 Closed
GSC
324
Ground Swell Capital
South Carolina
-$413K -5,626 Closed
HF
325
HRT Financial
New York
-$312K -4,250 Closed