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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.

New
Increased
Maintained
Reduced
Closed
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 %
DT
101
Diversified Trust
Tennessee
$915K -$110K -1,389 -11%
RJA
102
Raymond James & Associates
Florida
$913K +$59.2K +750 +7%
LPAM
103
Lodestar Private Asset Management
California
$890K +$49.3K +625 +6%
AF
104
Advisornet Financial
Minnesota
$885K -$26.4K -334 -3%
MCWS
105
McKinley Carter Wealth Services
West Virginia
$867K +$72.2K +915 +9%
Citadel Advisors
106
Citadel Advisors
Florida
$853K -$1.22M -15,469 -59%
Lido Advisors
107
Lido Advisors
California
$798K
AWM
108
Avior Wealth Management
Nebraska
$796K -$58.5K -741 -7%
EA
109
Efficient Advisors
Ohio
$795K -$7.34K -93 -0.9%
HFA
110
High Falls Advisors
New York
$793K +$62K +786 +8%
DAS
111
Dynamic Advisor Solutions
Arizona
$764K +$97.7K +1,238 +15%
HighTower Advisors
112
HighTower Advisors
Illinois
$761K -$113K -1,429 -13%
VA
113
Valmark Advisers
Ohio
$749K +$12.9K +163 +2%
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$724K -$27.7K -351 -4%
WWM
115
Western Wealth Management
Colorado
$718K +$309K +3,915 +76%
BJL
116
Brighton Jones LLC
Washington
$718K +$50.7K +643 +8%
S
117
Syntrinsic
Colorado
$717K +$9.67K +127 +1%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$708K -$257K -3,268 -27%
W
119
Wealthquest
Ohio
$708K -$14.2K -181 -2%
CC
120
Cypress Capital
Tennessee
$694K -$764K -9,686 -52%
CMP
121
Courage Miller Partners
Virginia
$687K -$43.9K -556 -6%
SPIA
122
Steward Partners Investment Advisory
New York
$673K +$128K +1,628 +24%
TPA
123
Trivium Point Advisory
Connecticut
$668K +$17.6K +225 +3%
MFGP
124
Marshall Financial Group (Pennsylvania)
Pennsylvania
$662K +$11.4K +145 +2%
MOS
125
MGO One Seven
Ohio
$660K -$46.5K -589 -7%