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iShares Core 80/20 Aggressive Allocation ETF

344 hedge funds and large institutions have $572M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 153 increasing their positions, 103 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
51
Increased
153
Reduced
103
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
51
Perigon Wealth Management
California
$2.28M +$179K +2,326 +9%
KAS
52
Kestra Advisory Services
Texas
$2.24M -$16.5K -215 -0.7%
NAMNJ
53
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M +$2 +2 +0%
ACS
54
Archford Capital Strategies
Illinois
$2.21M -$57.1K -745 -3%
MA
55
Mutual Advisors
Nebraska
$2.19M +$65.8K +854 +3%
Cerity Partners
56
Cerity Partners
New York
$2.13M +$26.9K +351 +1%
WFL
57
Wealth Forward LLC
North Dakota
$2.12M +$154K +2,015 +8%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.06M -$7.51K -98 -0.4%
ODFS
59
O'Donnell Financial Services
California
$2.02M +$35.7K +465 +2%
RFA
60
RTD Financial Advisors
Pennsylvania
$1.99M +$112K +1,467 +6%
RWP
61
RWA Wealth Partners
Massachusetts
$1.99M +$76.5K +998 +4%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$1.9M -$101K -1,313 -5%
BCM
63
Brookstone Capital Management
Illinois
$1.88M -$149K -1,951 -7%
BFG
64
Buttonwood Financial Group
Missouri
$1.87M +$108K +1,376 +6%
SSC
65
Syverson Strege & Co
Iowa
$1.86M +$35.9K +468 +2%
SA
66
Strategic Advocates
Utah
$1.85M -$104K -1,361 -5%
Ameriprise
67
Ameriprise
Minnesota
$1.84M -$233K -3,043 -11%
UBS Group
68
UBS Group
Switzerland
$1.83M +$25.7K +336 +1%
PAA
69
Peregrine Asset Advisers
Oregon
$1.74M -$70.3K -918 -4%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$1.73M -$1.12M -14,549 -39%
SFG
71
Somnio Financial Group
Connecticut
$1.72M +$41.4K +541 +2%
WP
72
Westmount Partners
California
$1.7M +$151K +1,967 +10%
Corient Private Wealth
73
Corient Private Wealth
Florida
$1.69M -$31.4K -410 -2%
GFG
74
Greystone Financial Group
Michigan
$1.68M -$21.3K -278 -1%
ACP
75
Arcus Capital Partners
Georgia
$1.63M -$39.2K -534 -2%