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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 %
CCFM
101
Clear Creek Financial Management
Washington
$931K +$3.21K +43 +0.3%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$919K -$71.6K -958 -7%
UCFA
103
United Capital Financial Advisors
Texas
$896K +$30.3K +405 +3%
AF
104
Advisornet Financial
Minnesota
$864K +$16.8K +225 +2%
MAM
105
Mainsail Asset Management
Alabama
$835K -$75 -1 -0%
HighTower Advisors
106
HighTower Advisors
Illinois
$822K -$25K -338 -3%
AWM
107
Avior Wealth Management
Nebraska
$809K +$236K +3,152 +41%
RJA
108
Raymond James & Associates
Florida
$809K +$49.2K +658 +6%
LPAM
109
Lodestar Private Asset Management
California
$797K -$17.1K -228 -2%
EA
110
Efficient Advisors
Ohio
$761K -$48.2K -645 -6%
Lido Advisors
111
Lido Advisors
California
$757K -$30.6K -409 -4%
MCWS
112
McKinley Carter Wealth Services
West Virginia
$753K +$19.9K +266 +3%
WC
113
Waterloo Capital
Texas
$744K -$7.14M -95,541 -91%
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$713K +$149K +1,990 +26%
WEG
115
World Equity Group
Illinois
$704K +$31.9K +427 +5%
TSS
116
Two Sigma Securities
New York
$699K +$699K +9,353 New
VA
117
Valmark Advisers
Ohio
$698K +$8.6K +115 +1%
CMP
118
Courage Miller Partners
Virginia
$693K -$4.56K -61 -0.7%
HFA
119
High Falls Advisors
New York
$693K +$10.4K +139 +2%
W
120
Wealthquest
Ohio
$688K -$12.7K -170 -2%
S
121
Syntrinsic
Colorado
$671K -$5.42K -75 -0.8%
MOS
122
MGO One Seven
Ohio
$670K +$82.5K +1,103 +14%
IF
123
Integrity Financial
Wyoming
$665K -$80.4K -1,075 -11%
AWM
124
AE Wealth Management
Kansas
$641K -$172K -2,294 -21%
BJL
125
Brighton Jones LLC
Washington
$632K +$1.35K +18 +0.2%