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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 %
OAP
326
One Advisory Partners
Kansas
-$223K -3,229 Closed
BBA
327
Braun-Bostich & Associates
Pennsylvania
-$221K -3,205 Closed
PWM
328
Penobscot Wealth Management
Maine
-$208K -3,017 Closed
MFS
329
Madrona Financial Services
Washington
-$208K -3,010 Closed
TSS
330
Two Sigma Securities
New York
-$208K -3,010 Closed
BRWA
331
B. Riley Wealth Advisors
Florida
-$203K -2,941 Closed
MML Investors Services
332
MML Investors Services
Massachusetts
-$201K -2,914 Closed
IWA
333
Icon Wealth Advisors
Texas
-$110K -1,599 Closed
HFS
334
Hantz Financial Services
Michigan
-$71K -1,035 Closed
ODG
335
O'Dell Group
Ohio
-$40.9K -592 Closed
RIM
336
Rockbridge Investment Management
New York
-$39.5K -572 Closed
LPP
337
Life Planning Partners
Florida
-$23.5K -340 Closed
BCMLT
338
Beacon Capital Management LLC (Tennessee)
Tennessee
-$12.4K -195 Closed
BCWM
339
Bartlett & Co Wealth Management
Ohio
-$9.83K -142 Closed
FWM
340
Focused Wealth Management
New York
-$8.42K -122 Closed
GWMIA
341
Global Wealth Management Investment Advisory
Florida
-$5.94K -86 Closed
AWM
342
Able Wealth Management
New Jersey
-$5.14K -74 Closed
CP
343
Castleview Partners
Texas
-$1.04K -15 Closed