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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.

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 %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$1.2M +$77.3K +1,120 +7%
RAG
77
RIA Advisory Group
Iowa
$1.19M +$794K +30,631 +200%
Citadel Advisors
78
Citadel Advisors
Florida
$1.16M +$1.16M +16,758 New
PGF
79
Plan Group Financial
Oklahoma
$1.15M -$134K -1,947 -10%
TPWA
80
TRUE Private Wealth Advisors
Oregon
$1.06M +$280K +4,061 +36%
CA
81
Cetera Advisors
Colorado
$1.05M -$4.35K -63 -0.4%
CA
82
CGN Advisors
Kansas
$1.05M +$80.2K +1,161 +8%
WFAG
83
Worth Financial Advisory Group
North Carolina
$1.03M +$2.97K +43 +0.3%
PSCM
84
Per Stirling Capital Management
Texas
$1.02M -$11.2K -162 -1%
CPG
85
Cornerstone Planning Group
New Jersey
$997K +$111K +1,608 +13%
FCA
86
FinTrust Capital Advisors
South Carolina
$993K +$30.2K +438 +3%
PCG
87
Prosperity Consulting Group
Maryland
$992K +$992K +14,367 New
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$990K -$99.8K -1,446 -9%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$986K -$390K -5,654 -28%
TFA
90
Tobias Financial Advisors
Florida
$955K +$46.3K +670 +5%
ACA
91
Aptus Capital Advisors
Alabama
$954K +$943K +13,658 +8,927%
AWS
92
Atria Wealth Solutions
New York
$944K +$286K +4,135 +43%
NAS
93
Nicolet Advisory Services
Wisconsin
$942K -$53.6K -788 -5%
SWP
94
Summit Wealth Partners
Florida
$925K +$5.11K +74 +0.6%
DAS
95
Dynamic Advisor Solutions
Arizona
$924K +$5.44K +80 +0.6%
LNC
96
Lincoln National Corp
Pennsylvania
$902K -$65.9K -955 -7%
ASN
97
Advisory Services Network
Georgia
$889K +$480K +6,956 +117%
JFA
98
JNBA Financial Advisors
Minnesota
$873K +$44.7K +648 +5%
IA
99
Insight Advisors
Pennsylvania
$845K +$7.04K +102 +0.8%
Creative Planning
100
Creative Planning
Kansas
$830K +$93.7K +1,357 +13%