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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 %
Osaic Holdings
51
Osaic Holdings
Arizona
$1.93M -$78.5K -1,068 -4%
RWP
52
RWA Wealth Partners
Massachusetts
$1.92M -$133K -1,807 -6%
Corient Private Wealth
53
Corient Private Wealth
Florida
$1.84M +$441 +6 +0%
PAA
54
Peregrine Asset Advisers
Oregon
$1.84M -$18.9K -257 -1%
SA
55
Strategic Advocates
Utah
$1.82M +$67.5K +919 +4%
Stifel Financial
56
Stifel Financial
Missouri
$1.78M -$12.5M -170,409 -88%
RFA
57
RTD Financial Advisors
Pennsylvania
$1.78M +$249K +3,393 +16%
PCG
58
Prosperity Consulting Group
Maryland
$1.75M +$694K +9,447 +66%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$1.75M -$1.04M -14,137 -37%
Goldman Sachs
60
Goldman Sachs
New York
$1.71M +$1.71M +23,322 New
VWA
61
Visionary Wealth Advisors
Illinois
$1.71M -$1.32K -18 -0.1%
UBS Group
62
UBS Group
Switzerland
$1.64M -$525K -7,148 -24%
GFG
63
Greystone Financial Group
Michigan
$1.64M +$185K +2,514 +13%
ACP
64
Arcus Capital Partners
Georgia
$1.63M +$5.58K +76 +0.3%
BFG
65
Buttonwood Financial Group
Missouri
$1.61M -$23.3K -317 -1%
ODFS
66
O'Donnell Financial Services
California
$1.58M +$34.2K +465 +2%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$1.54M +$1.54M +21,012 New
PGF
68
Plan Group Financial
Oklahoma
$1.53M +$309K +4,203 +25%
RWA
69
Redhawk Wealth Advisors
Minnesota
$1.53M +$123K +1,670 +9%
WP
70
Westmount Partners
California
$1.51M +$125K +1,697 +9%
WFL
71
Wealth Forward LLC
North Dakota
$1.51M +$165K +2,241 +12%
VWM
72
Venturi Wealth Management
Texas
$1.5M -$85.9K -1,170 -5%
CIP
73
Capital Insight Partners
Arizona
$1.42M -$38K -517 -3%
PAG
74
Private Advisor Group
New Jersey
$1.41M -$112K -1,521 -7%
OCM
75
One Capital Management
California
$1.4M -$128K -1,742 -8%