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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.

New
Increased
Maintained
Reduced
Closed
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 %
RWA
76
Redhawk Wealth Advisors
Minnesota
$1.49M -$68.2K -912 -4%
PAG
77
Private Advisor Group
New Jersey
$1.48M +$43.3K +579 +3%
CIP
78
Capital Insight Partners
Arizona
$1.46M +$14.1K +188 +1%
CC
79
Cypress Capital
Tennessee
$1.38M +$694K +9,286 +101%
CG
80
Cynosure Group
Utah
$1.36M
OCM
81
One Capital Management
California
$1.33M -$89.8K -1,201 -6%
Mariner
82
Mariner
Kansas
$1.32M -$12.1K -162 -0.9%
FCA
83
FinTrust Capital Advisors
South Carolina
$1.28M -$14.4K -193 -1%
CA
84
CGN Advisors
Kansas
$1.26M +$93.2K +1,246 +8%
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$1.22M +$609K +8,057 +99%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$1.21M +$53.7K +718 +5%
TFA
87
Tobias Financial Advisors
Florida
$1.2M +$142K +1,894 +13%
TPWA
88
TRUE Private Wealth Advisors
Oregon
$1.17M +$32.2K +431 +3%
CF
89
Corrigan Financial
Rhode Island
$1.17M
WFAG
90
Worth Financial Advisory Group
North Carolina
$1.14M +$54.6K +730 +5%
AWS
91
Atria Wealth Solutions
New York
$1.1M +$14.9K +199 +1%
CPG
92
Cornerstone Planning Group
New Jersey
$1.09M +$56K +776 +5%
SWP
93
Summit Wealth Partners
Florida
$1.07M +$63K +842 +6%
Creative Planning
94
Creative Planning
Kansas
$1.01M +$87.2K +1,166 +9%
NAS
95
Nicolet Advisory Services
Wisconsin
$1.01M -$3.73K -49 -0.4%
IA
96
Insight Advisors
Pennsylvania
$998K +$5.68K +76 +0.6%
TWP
97
Tempus Wealth Planning
California
$997K +$171K +2,292 +21%
PSCM
98
Per Stirling Capital Management
Texas
$986K +$32.5K +435 +3%
DT
99
Diversified Trust
Tennessee
$971K +$41.5K +555 +4%
MMA
100
Miracle Mile Advisors
California
$940K +$363K +4,859 +63%