AOA icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
RWP
51
RWA Wealth Partners
Massachusetts
$1.93M +$1.58M +22,876 +454%
BCM
52
Brookstone Capital Management
Illinois
$1.89M +$265K +3,831 +16%
Osaic Holdings
53
Osaic Holdings
Arizona
$1.88M -$329K -4,760 -15%
SSC
54
Syverson Strege & Co
Iowa
$1.8M +$31.4K +455 +2%
PAA
55
Peregrine Asset Advisers
Oregon
$1.75M +$14.4K +208 +0.8%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.73M -$223K -3,232 -11%
SA
57
Strategic Advocates
Utah
$1.65M +$93.1K +1,349 +6%
VWA
58
Visionary Wealth Advisors
Illinois
$1.61M -$39.7K -575 -2%
Jane Street
59
Jane Street
New York
$1.59M -$1.71M -24,744 -52%
BFG
60
Buttonwood Financial Group
Missouri
$1.53M -$58.8K -852 -4%
ACP
61
Arcus Capital Partners
Georgia
$1.53M +$432K +6,255 +39%
FAIM
62
Financial Advocates Investment Management
Washington
$1.51M +$504K +6,932 +50%
VWM
63
Venturi Wealth Management
Texas
$1.49M +$36.9K +535 +3%
ODFS
64
O'Donnell Financial Services
California
$1.46M +$1.46M +21,091 New
RFA
65
RTD Financial Advisors
Pennsylvania
$1.44M -$4.79M -69,366 -77%
OCM
66
One Capital Management
California
$1.43M -$267K -3,873 -16%
PAG
67
Private Advisor Group
New Jersey
$1.43M +$184K +2,659 +15%
CIP
68
Capital Insight Partners
Arizona
$1.37M +$45K +651 +3%
GFG
69
Greystone Financial Group
Michigan
$1.36M -$11.3K -164 -0.8%
RWA
70
Redhawk Wealth Advisors
Minnesota
$1.32M +$25.2K +365 +2%
WP
71
Westmount Partners
California
$1.3M +$184K +2,659 +16%
Mariner
72
Mariner
Kansas
$1.3M +$387K +5,600 +42%
WFL
73
Wealth Forward LLC
North Dakota
$1.26M +$1.26M +18,278 New
CG
74
Cynosure Group
Utah
$1.26M
CF
75
Corrigan Financial
Rhode Island
$1.21M +$35.4K +512 +3%