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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.

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 %
CWA
26
Consilium Wealth Advisory
Texas
$4.34M -$19.4K -259 -0.4%
AWA
27
Archvest Wealth Advisors
California
$3.95M +$555K +7,417 +16%
RWM
28
Ritholtz Wealth Management
New York
$3.42M -$128K -1,717 -4%
FHC
29
Fort Henry Capital
West Virginia
$3.3M -$110K -1,469 -3%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.27M
ECA
31
Elevation Capital Advisory
Oregon
$3.24M +$3.24M +43,267 New
NA
32
NewEdge Advisors
Louisiana
$2.98M -$43.4K -581 -1%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$2.93M +$426K +5,699 +17%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$2.88M +$1.73M +23,144 +150%
FAIM
35
Financial Advocates Investment Management
Washington
$2.87M -$233K -3,116 -8%
SW
36
SteelPeak Wealth
California
$2.83M +$39.9K +534 +1%
CCM
37
Canal Capital Management
Virginia
$2.77M +$12.5K +167 +0.5%
WCG
38
Weaver Consulting Group
California
$2.55M -$10.5K -141 -0.4%
TC
39
Trilogy Capital
California
$2.55M +$69K +923 +3%
MSA
40
Marino Stram & Associates
Massachusetts
$2.49M -$2.39K -32 -0.1%
KAS
41
Kestra Advisory Services
Texas
$2.42M +$484K +6,945 +25%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$2.42M -$393K -5,257 -14%
ACS
43
Archford Capital Strategies
Illinois
$2.27M +$79.9K +1,068 +4%
PCG
44
Prosperity Consulting Group
Maryland
$2.23M +$445K +5,955 +25%
AF
45
Allworth Financial
California
$2.22M -$8.57K -114 -0.4%
NAMNJ
46
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M -$9 -9 -0%
Cerity Partners
47
Cerity Partners
New York
$2.11M +$8.97K +120 +0.4%
MA
48
Mutual Advisors
Nebraska
$2.1M +$102K +1,360 +5%
BCM
49
Brookstone Capital Management
Illinois
$2.1M -$67.3K -883 -3%
Stifel Financial
50
Stifel Financial
Missouri
$2.1M +$287K +3,838 +16%