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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 %
PWM
51
Perigon Wealth Management
California
$2.05M +$2.05M +27,454 New
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.01M +$24.1K +322 +1%
PGF
53
Plan Group Financial
Oklahoma
$2.01M +$449K +6,009 +29%
SSC
54
Syverson Strege & Co
Iowa
$1.98M -$6.36K -85 -0.3%
Citadel Advisors
55
Citadel Advisors
Florida
$1.97M +$1.29M +17,306 +193%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$1.96M -$60.3K -807 -3%
RWP
57
RWA Wealth Partners
Massachusetts
$1.94M -$9.12K -122 -0.5%
Ameriprise
58
Ameriprise
Minnesota
$1.94M -$106K -1,418 -5%
ODFS
59
O'Donnell Financial Services
California
$1.87M +$260K +3,472 +16%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.82M +$36.9K +494 +2%
RFA
61
RTD Financial Advisors
Pennsylvania
$1.81M +$5.53K +74 +0.3%
SA
62
Strategic Advocates
Utah
$1.79M -$68.6K -917 -4%
PAA
63
Peregrine Asset Advisers
Oregon
$1.77M -$102K -1,363 -5%
Corient Private Wealth
64
Corient Private Wealth
Florida
$1.76M -$121K -1,619 -6%
UBS Group
65
UBS Group
Switzerland
$1.75M +$84.7K +1,132 +5%
ACP
66
Arcus Capital Partners
Georgia
$1.73M +$68.9K +922 +4%
WFL
67
Wealth Forward LLC
North Dakota
$1.69M +$152K +2,032 +10%
GFG
68
Greystone Financial Group
Michigan
$1.66M -$7.4K -99 -0.4%
BFG
69
Buttonwood Financial Group
Missouri
$1.65M +$8.67K +116 +0.5%
SFG
70
Somnio Financial Group
Connecticut
$1.64M +$1.64M +21,946 New
VWA
71
Visionary Wealth Advisors
Illinois
$1.58M -$157K -2,104 -9%
VWM
72
Venturi Wealth Management
Texas
$1.57M +$42.4K +567 +3%
WP
73
Westmount Partners
California
$1.54M +$3.74K +50 +0.2%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$1.52M -$51.2K -685 -3%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.51M +$479K +6,403 +46%