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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 %
CG
76
Cynosure Group
Utah
$1.34M
Mariner
77
Mariner
Kansas
$1.31M -$71.9K -979 -5%
FCA
78
FinTrust Capital Advisors
South Carolina
$1.27M +$217K +2,956 +21%
CA
79
Cetera Advisors
Colorado
$1.19M +$72K +980 +6%
CF
80
Corrigan Financial
Rhode Island
$1.17M -$117K -1,594 -9%
CA
81
CGN Advisors
Kansas
$1.14M +$25.3K +345 +2%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$1.14M -$138K -1,885 -11%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$1.13M +$397K +5,399 +54%
TPWA
84
TRUE Private Wealth Advisors
Oregon
$1.12M -$3.31K -45 -0.3%
AWS
85
Atria Wealth Solutions
New York
$1.07M +$64.8K +882 +6%
WFAG
86
Worth Financial Advisory Group
North Carolina
$1.06M -$33.1K -451 -3%
Renaissance Technologies
87
Renaissance Technologies
New York
$1.06M -$1.05M -14,322 -50%
TFA
88
Tobias Financial Advisors
Florida
$1.04M +$19.7K +268 +2%
CPG
89
Cornerstone Planning Group
New Jersey
$1.03M -$10.6K -147 -1%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$1.01M -$36.5K -497 -3%
SWP
91
Summit Wealth Partners
Florida
$991K +$7.64K +104 +0.8%
NAS
92
Nicolet Advisory Services
Wisconsin
$975K -$35.1K -482 -3%
IA
93
Insight Advisors
Pennsylvania
$974K +$75.2K +1,023 +8%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$973K -$80.7K -1,099 -8%
LNC
95
Lincoln National Corp
Pennsylvania
$959K
PSCM
96
Per Stirling Capital Management
Texas
$937K -$148K -2,016 -14%
DT
97
Diversified Trust
Tennessee
$913K +$93K +1,266 +11%
CCFM
98
Clear Creek Financial Management
Washington
$911K +$37.7K +513 +4%
Creative Planning
99
Creative Planning
Kansas
$910K +$27.2K +370 +3%
UCFA
100
United Capital Financial Advisors
Texas
$850K +$26.9K +366 +3%