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iShares Core 80/20 Aggressive Allocation ETF

307 hedge funds and large institutions have $515M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 131 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+32
Holders Change %
+11.64%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
131
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VA
126
Valmark Advisers
Ohio
$591K +$1.04K +15 +0.2%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$572K +$163K +2,364 +40%
FAM
128
Forte Asset Management
New York
$568K
OFG
129
Oxford Financial Group
Indiana
$568K +$55.7K +806 +11%
GPWA
130
Great Point Wealth Advisors
Massachusetts
$567K +$1.38K +20 +0.2%
WP
131
WealthPLAN Partners
Nebraska
$561K -$103K -1,498 -16%
SI
132
SimpliFi Inc
California
$538K
AWM
133
Avior Wealth Management
Nebraska
$529K -$19.1K -277 -3%
AAP
134
Arax Advisory Partners
Colorado
$518K +$70.3K +1,018 +16%
MW
135
Maia Wealth
Colorado
$514K +$514K +7,447 New
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$507K -$623K -9,026 -55%
FW
137
Fidato Wealth
Ohio
$504K +$504K +7,295 New
OGF
138
Orin Green Financial
California
$496K -$8.36K -121 -2%
BWM
139
BCGM Wealth Management
Indiana
$489K +$19.1K +277 +4%
OIA
140
OneDigital Investment Advisors
Kansas
$485K -$1.66K -24 -0.3%
SPIA
141
Steward Partners Investment Advisory
New York
$476K +$281K +4,071 +144%
CWP
142
Corepath Wealth Partners
Arizona
$476K +$107K +1,570 +29%
MFGP
143
Marshall Financial Group (Pennsylvania)
Pennsylvania
$474K +$34.1K +494 +8%
BSWM
144
Boston Standard Wealth Management
Massachusetts
$471K
FTUS
145
Flow Traders U.S.
New York
$462K +$462K +6,697 New
LA
146
Lane & Associates
New Jersey
$445K +$81.1K +1,175 +22%
SWP
147
Stratos Wealth Partners
Ohio
$440K -$3.38K -49 -0.8%
Comerica Bank
148
Comerica Bank
Texas
$438K -$8.42K -122 -2%
TPA
149
Trivium Point Advisory
Connecticut
$435K -$108K -1,570 -20%
SWM
150
Sugarloaf Wealth Management
Georgia
$435K +$3.73K +54 +0.9%