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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.

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 %
RWA
76
Redhawk Wealth Advisors
Minnesota
$1.6M -$33.9K -442 -2%
VWM
77
Venturi Wealth Management
Texas
$1.52M +$11K +144 +0.7%
PGF
78
Plan Group Financial
Oklahoma
$1.52M -$520K -6,785 -26%
CIP
79
Capital Insight Partners
Arizona
$1.51M -$15.5K -202 -1%
VWA
80
Visionary Wealth Advisors
Illinois
$1.49M -$97.6K -1,274 -6%
DAS
81
Dynamic Advisor Solutions
Arizona
$1.42M +$682K +8,903 +92%
CG
82
Cynosure Group
Utah
$1.4M
CA
83
CGN Advisors
Kansas
$1.38M +$44.5K +581 +3%
TFA
84
Tobias Financial Advisors
Florida
$1.32M +$76K +992 +6%
Mariner
85
Mariner
Kansas
$1.32M -$84.4K -1,102 -6%
OCM
86
One Capital Management
California
$1.32M -$4.14K -54 -0.3%
TPWA
87
TRUE Private Wealth Advisors
Oregon
$1.22M -$17.2K -224 -1%
MFWM
88
Motley Fool Wealth Management
Virginia
$1.21M +$1.21M +15,830 New
TWP
89
Tempus Wealth Planning
California
$1.21M +$41.1K +537 +4%
PAG
90
Private Advisor Group
New Jersey
$1.2M -$174K -2,276 -13%
CF
91
Corrigan Financial
Rhode Island
$1.2M -$53.7K -701 -4%
SWP
92
Summit Wealth Partners
Florida
$1.18M -$11K -144 -0.9%
WFAG
93
Worth Financial Advisory Group
North Carolina
$1.16M +$843 +11 +0.1%
MMA
94
Miracle Mile Advisors
California
$1.15M +$122K +1,592 +12%
CPG
95
Cornerstone Planning Group
New Jersey
$1.1M +$2.19K +28 +0.2%
SWP
96
Sagespring Wealth Partners
Tennessee
$1.07M +$1.07M +13,958 New
BWP
97
BlueStem Wealth Partners
Minnesota
$1.07M +$1.07M +13,908 New
CWA
98
Centerline Wealth Advisors
Kentucky
$1.06M +$1.06M +13,825 New
PSCM
99
Per Stirling Capital Management
Texas
$1.02M -$2.15K -28 -0.2%
Creative Planning
100
Creative Planning
Kansas
$1.02M -$15.8K -206 -2%