AOA icon

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 %
AA
301
Addison Advisors
Vermont
$4.97K
PGAM
302
Princeton Global Asset Management
New Jersey
$4.97K
Bank of Montreal
303
Bank of Montreal
Ontario, Canada
$4.85K
CWC
304
Carolinas Wealth Consulting
North Carolina
$4.32K
DIP
305
DT Investment Partners
Pennsylvania
$3.55K
PA
306
Pineridge Advisors
Missouri
$3.51K
VWWMG
307
Vermillion & White Wealth Management Group
Pennsylvania
$3.47K
HWP
308
Highline Wealth Partners
California
$3.39K +$3.39K +43 New
KFI
309
Key Financial Inc
Pennsylvania
$2.92K
BA
310
Ballast Advisors
Minnesota
$2.54K
AA
311
Ancora Advisors
Ohio
$2.53K
FWM
312
FSA Wealth Management
Massachusetts
$2.33K +$2.33K +29 New
FNWA
313
Financial Network Wealth Advisors
Utah
$1.89K
EWM
314
Evermay Wealth Management
Virginia
$1.89K
MIA
315
Milestone Investment Advisors
Wisconsin
$1.11K +$791 +10 +250%
CFD
316
Creative Financial Designs
Indiana
$868 -$79 -1 -8%
PAG
317
Paladin Advisory Group
Iowa
$631
IAIM
318
International Assets Investment Management
Florida
$232 +$229 +18,103 +7,837%
Jane Street
319
Jane Street
New York
-$4.54M -60,697 Closed
ECA
320
Elevation Capital Advisory
Oregon
-$3.24M -43,267 Closed
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
-$1.51M -20,192 Closed
Focus Partners Wealth
322
Focus Partners Wealth
Massachusetts
-$1.22M -16,200 Closed
TSS
323
Two Sigma Securities
New York
-$699K -9,353 Closed
SL
324
Sentinus LLC
Illinois
-$557K -7,449 Closed
IA
325
IFG Advisory
Georgia
-$471K -6,298 Closed