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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 %
FAIM
26
Financial Advocates Investment Management
Washington
$3.59M +$1.8M +20,767 +100%
RWM
27
Ritholtz Wealth Management
New York
$3.49M -$125K -1,697 -3%
FHC
28
Fort Henry Capital
West Virginia
$3.35M -$14.3K -194 -0.4%
AWA
29
Archvest Wealth Advisors
California
$3.32M +$63.5K +867 +2%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.22M -$128K -1,742 -4%
NA
31
NewEdge Advisors
Louisiana
$2.97M +$82.6K +1,124 +3%
CST
32
Charles Schwab Trust
Nevada
$2.8M +$2.8M +38,054 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$2.77M -$577K -7,858 -17%
SW
34
SteelPeak Wealth
California
$2.74M +$54.4K +740 +2%
CCM
35
Canal Capital Management
Virginia
$2.7M +$73.6K +1,002 +3%
WCG
36
Weaver Consulting Group
California
$2.52M -$63.9K -870 -2%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$2.46M +$1.85M +25,149 +304%
MSA
38
Marino Stram & Associates
Massachusetts
$2.44M -$2.87K -39 -0.1%
TC
39
Trilogy Capital
California
$2.43M -$684K -9,316 -22%
NAMNJ
40
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M +$33.4K +33,111 +2%
AF
41
Allworth Financial
California
$2.18M +$101K +1,380 +5%
ACS
42
Archford Capital Strategies
Illinois
$2.15M -$39.7K -540 -2%
BCM
43
Brookstone Capital Management
Illinois
$2.09M +$79.6K +1,083 +4%
Cerity Partners
44
Cerity Partners
New York
$2.07M -$38.1K -519 -2%
KAS
45
Kestra Advisory Services
Texas
$2.04M -$26.5K -361 -1%
Ameriprise
46
Ameriprise
Minnesota
$2.01M -$2.71M -36,829 -57%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1.99M -$237K -3,221 -11%
MA
48
Mutual Advisors
Nebraska
$1.96M -$96.1K -1,308 -5%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.95M -$103K -1,407 -5%
SSC
50
Syverson Strege & Co
Iowa
$1.95M +$28.3K +385 +1%