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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 %
AAP
126
Arax Advisory Partners
Colorado
$601K +$49.6K +675 +9%
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$598K +$598K +8,143 New
AL
128
Aspiriant LLC
California
$589K -$182K -2,471 -24%
JFA
129
JNBA Financial Advisors
Minnesota
$582K -$347K -4,724 -37%
MOS
130
MGO One Seven
Ohio
$577K -$102K -1,388 -15%
MMA
131
Miracle Mile Advisors
California
$566K +$120K +1,638 +27%
AWM
132
Avior Wealth Management
Nebraska
$564K +$955 +13 +0.2%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$554K -$3.08M -41,967 -85%
SL
134
Sentinus LLC
Illinois
$547K +$547K +7,449 New
OGF
135
Orin Green Financial
California
$545K -$496K -7,188 Closed
BSWM
136
Boston Standard Wealth Management
Massachusetts
$531K -$14.6K -199 -3%
FW
137
Fidato Wealth
Ohio
$531K -$5.14K -70 -1%
MFGP
138
Marshall Financial Group (Pennsylvania)
Pennsylvania
$525K +$20.7K +282 +4%
GPWA
139
Great Point Wealth Advisors
Massachusetts
$510K -$93.7K -1,276 -16%
SPIA
140
Steward Partners Investment Advisory
New York
$507K
SWP
141
Stratos Wealth Partners
Ohio
$485K +$16.4K +223 +3%
LA
142
Lane & Associates
New Jersey
$476K +$1.84K +25 +0.4%
TPA
143
Trivium Point Advisory
Connecticut
$465K +$1.98K +27 +0.4%
ASN
144
Advisory Services Network
Georgia
$464K -$482K -6,567 -51%
SWM
145
Sugarloaf Wealth Management
Georgia
$462K
MWM
146
Marion Wealth Management
Pennsylvania
$452K +$48.6K +662 +12%
OIA
147
OneDigital Investment Advisors
Kansas
$448K -$68K -925 -13%
TFO
148
Tarbox Family Office
California
$445K +$127K +1,725 +40%
CIA
149
Cape Investment Advisory
Georgia
$444K -$4.41K -60 -1%
WWG
150
West Wealth Group
California
$433K -$3.97K -54 -0.9%