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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 %
DAS
126
Dynamic Advisor Solutions
Arizona
$632K -$3.59M -48,043 -85%
AAP
127
Arax Advisory Partners
Colorado
$625K +$13.5K +181 +2%
OFG
128
Oxford Financial Group
Indiana
$622K -$23.6K -315 -4%
TPA
129
Trivium Point Advisory
Connecticut
$622K +$148K +1,983 +31%
MFGP
130
Marshall Financial Group (Pennsylvania)
Pennsylvania
$616K +$82.1K +1,098 +15%
MW
131
Maia Wealth
Colorado
$601K +$601K +7,875 New
SI
132
SimpliFi Inc
California
$596K -$78.5K -1,050 -12%
SL
133
Sentinus LLC
Illinois
$557K
FW
134
Fidato Wealth
Ohio
$556K +$16K +214 +3%
OGF
135
Orin Green Financial
California
$552K +$552K +7,388 New
JFA
136
JNBA Financial Advisors
Minnesota
$543K -$49.4K -661 -8%
MCIA
137
Mountain Capital Investment Advisors
Colorado
$540K +$111K +1,455 +26%
BSWM
138
Boston Standard Wealth Management
Massachusetts
$533K -$6.8K -91 -1%
MWM
139
Marion Wealth Management
Pennsylvania
$521K +$61.1K +817 +13%
GPWA
140
Great Point Wealth Advisors
Massachusetts
$519K -$150 -2 -0%
SPIA
141
Steward Partners Investment Advisory
New York
$516K +$224 +3 +0%
AL
142
Aspiriant LLC
California
$509K -$91.2K -1,219 -15%
LA
143
Lane & Associates
New Jersey
$486K +$1.5K +20 +0.3%
SWP
144
Stratos Wealth Partners
Ohio
$481K -$13.1K -175 -3%
SWM
145
Sugarloaf Wealth Management
Georgia
$471K +$897 +12 +0.2%
IA
146
IFG Advisory
Georgia
$471K +$471K +6,298 New
OIA
147
OneDigital Investment Advisors
Kansas
$465K +$9.12K +122 +2%
KWM
148
Kingsview Wealth Management
Oregon
$464K +$34.7K +464 +8%
ASN
149
Advisory Services Network
Georgia
$462K -$10.4K -139 -2%
WWG
150
West Wealth Group
California
$460K +$19.1K +256 +4%