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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.

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 %
RWM
26
Ritholtz Wealth Management
New York
$3.4M +$88.7K +1,285 +3%
FHC
27
Fort Henry Capital
West Virginia
$3.17M -$264K -3,824 -8%
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.14M +$111K +1,605 +4%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$3.14M +$130K +1,877 +4%
AWA
30
Archvest Wealth Advisors
California
$3.07M +$81.3K +1,177 +3%
SFG
31
StrategIQ Financial Group
Indiana
$3.05M -$87.5K -1,267 -3%
TC
32
Trilogy Capital
California
$2.93M +$151K +2,180 +5%
AWM
33
AE Wealth Management
Kansas
$2.88M +$84.4K +1,216 +3%
NAMNJ
34
NorthStar Asset Management (New Jersey)
New Jersey
$2.85M +$2.85M +2,161,013 New
NA
35
NewEdge Advisors
Louisiana
$2.71M -$20.1K -291 -0.7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.62M +$995K +14,404 +61%
SW
37
SteelPeak Wealth
California
$2.52M +$101K +1,463 +4%
CCM
38
Canal Capital Management
Virginia
$2.47M -$16.3K -236 -0.7%
WCG
39
Weaver Consulting Group
California
$2.43M -$105K -1,525 -4%
MSA
40
Marino Stram & Associates
Massachusetts
$2.3M +$7.11K +103 +0.3%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$2.09M +$131K +1,899 +7%
SPC
42
Sigma Planning Corp
Michigan
$2.09M -$1.57M -22,791 -43%
ACS
43
Archford Capital Strategies
Illinois
$2.06M -$53.1K -769 -3%
UBS Group
44
UBS Group
Switzerland
$2.04M +$158K +2,287 +8%
Renaissance Technologies
45
Renaissance Technologies
New York
$1.98M +$1.98M +28,722 New
Cerity Partners
46
Cerity Partners
New York
$1.98M +$69.9K +1,013 +4%
AF
47
Allworth Financial
California
$1.96M +$69.5K +1,007 +4%
KAS
48
Kestra Advisory Services
Texas
$1.95M -$126K -1,831 -6%
MA
49
Mutual Advisors
Nebraska
$1.93M +$61.7K +894 +3%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.93M +$23.7K +343 +1%