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iShares Core 80/20 Aggressive Allocation ETF

318 hedge funds and large institutions have $454M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 28 closing their positions.

Holders
318
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.6%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
32
Increased
143
Reduced
96
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
76
Venturi Wealth Management
Texas
$1.56M -$95.7K -1,213 -6%
Mariner
77
Mariner
Kansas
$1.45M +$51.4K +652 +4%
CG
78
Cynosure Group
Utah
$1.44M
PAG
79
Private Advisor Group
New Jersey
$1.42M -$141K -1,785 -9%
CA
80
CGN Advisors
Kansas
$1.38M +$52.8K +669 +4%
FCA
81
FinTrust Capital Advisors
South Carolina
$1.37M +$19K +241 +1%
OCM
82
One Capital Management
California
$1.36M -$42.6K -540 -3%
CF
83
Corrigan Financial
Rhode Island
$1.29M +$32.7K +415 +3%
TFA
84
Tobias Financial Advisors
Florida
$1.29M +$23.8K +302 +2%
TPWA
85
TRUE Private Wealth Advisors
Oregon
$1.28M +$38.6K +489 +3%
SWP
86
Summit Wealth Partners
Florida
$1.22M +$93.6K +1,186 +8%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.21M -$64.3K -815 -5%
TWP
88
Tempus Wealth Planning
California
$1.2M +$147K +1,861 +14%
WFAG
89
Worth Financial Advisory Group
North Carolina
$1.19M -$11.8K -150 -1%
WC
90
Waterloo Capital
Texas
$1.18M +$395K +5,010 +50%
CPG
91
Cornerstone Planning Group
New Jersey
$1.1M -$78.7K -1,009 -7%
Creative Planning
92
Creative Planning
Kansas
$1.06M -$6.39K -81 -0.6%
IA
93
Insight Advisors
Pennsylvania
$1.06M +$8.68K +110 +0.8%
MMA
94
Miracle Mile Advisors
California
$1.05M +$61.9K +785 +6%
PSCM
95
Per Stirling Capital Management
Texas
$1.05M +$8.68K +110 +0.8%
MAM
96
Mainsail Asset Management
Alabama
$1.03M +$149K +1,885 +17%
AWS
97
Atria Wealth Solutions
New York
$1.03M -$135K -1,708 -12%
CCFM
98
Clear Creek Financial Management
Washington
$972K -$11.2K -142 -1%
NAS
99
Nicolet Advisory Services
Wisconsin
$966K -$72.7K -932 -7%
UCFA
100
United Capital Financial Advisors
Texas
$939K -$6.47K -82 -0.7%