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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 %
HighTower Advisors
101
HighTower Advisors
Illinois
$833K +$8.6K +118 +1%
AF
102
Advisornet Financial
Minnesota
$832K +$55.7K +758 +7%
CAI
103
Capital Advisors Inc
Oklahoma
$821K +$821K +11,170 New
MAM
104
Mainsail Asset Management
Alabama
$820K +$1.69K +23 +0.2%
TWP
105
Tempus Wealth Planning
California
$811K +$20.5K +279 +3%
LPAM
106
Lodestar Private Asset Management
California
$800K +$60.8K +827 +8%
AWM
107
AE Wealth Management
Kansas
$799K -$2.25M -30,666 -74%
EA
108
Efficient Advisors
Ohio
$795K -$41.1K -560 -5%
RAG
109
RIA Advisory Group
Iowa
$774K -$2.6M -35,404 -77%
Lido Advisors
110
Lido Advisors
California
$773K -$46.8K -637 -6%
RJA
111
Raymond James & Associates
Florida
$747K -$26.7M -362,910 -97%
IF
112
Integrity Financial
Wyoming
$732K -$39.2K -533 -5%
MCWS
113
McKinley Carter Wealth Services
West Virginia
$720K -$63.4K -863 -8%
W
114
Wealthquest
Ohio
$688K -$53.1K -723 -7%
CMP
115
Courage Miller Partners
Virginia
$685K -$2.28K -31 -0.3%
VA
116
Valmark Advisers
Ohio
$677K +$48.5K +660 +8%
CC
117
Cypress Capital
Tennessee
$676K -$34.3K -467 -5%
HFA
118
High Falls Advisors
New York
$670K +$3.67K +50 +0.6%
S
119
Syntrinsic
Colorado
$666K -$49.8K -701 -7%
SI
120
SimpliFi Inc
California
$663K +$40.2K +547 +6%
WEG
121
World Equity Group
Illinois
$660K -$20.3K -276 -3%
Citadel Advisors
122
Citadel Advisors
Florida
$659K -$572K -7,783 -46%
VFP
123
Verus Financial Partners
Virginia
$643K -$137K -1,860 -18%
OFG
124
Oxford Financial Group
Indiana
$634K +$30.1K +410 +5%
BJL
125
Brighton Jones LLC
Washington
$620K -$39.4K -537 -6%