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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 %
IF
126
Integrity Financial
Wyoming
$646K -$55.2K -700 -8%
MW
127
Maia Wealth
Colorado
$634K +$20.5K +263 +3%
FW
128
Fidato Wealth
Ohio
$608K +$21.1K +267 +4%
MCIA
129
Mountain Capital Investment Advisors
Colorado
$589K +$34.3K +437 +6%
AWM
130
AE Wealth Management
Kansas
$587K -$89.4K -1,133 -13%
MWM
131
Marion Wealth Management
Pennsylvania
$567K +$17.2K +218 +3%
OGF
132
Orin Green Financial
California
$567K -$15.9K -201 -3%
BSWM
133
Boston Standard Wealth Management
Massachusetts
$562K -$947 -12 -0.2%
OFG
134
Oxford Financial Group
Indiana
$559K -$96.9K -1,228 -15%
SI
135
SimpliFi Inc
California
$558K -$70.9K -899 -11%
JFA
136
JNBA Financial Advisors
Minnesota
$556K -$17.4K -221 -3%
WEG
137
World Equity Group
Illinois
$554K -$189K -2,393 -25%
EH
138
Equitable Holdings
New York
$552K +$552K +6,991 New
AL
139
Aspiriant LLC
California
$549K +$12K +152 +2%
GPWA
140
Great Point Wealth Advisors
Massachusetts
$547K
KWM
141
Kingsview Wealth Management
Oregon
$513K +$23.4K +297 +5%
LA
142
Lane & Associates
New Jersey
$509K -$3K -38 -0.6%
SWP
143
Stratos Wealth Partners
Ohio
$509K +$1.97K +25 +0.4%
SWM
144
Sugarloaf Wealth Management
Georgia
$491K -$6.55K -83 -1%
TFO
145
Tarbox Family Office
California
$477K +$2.13K +27 +0.4%
CIA
146
Cape Investment Advisory
Georgia
$477K +$552 +7 +0.1%
WWG
147
West Wealth Group
California
$466K -$19.7K -249 -4%
ASN
148
Advisory Services Network
Georgia
$462K
RFG
149
RFP Financial Group
Georgia
$451K +$39.9K +506 +10%
KA
150
Klingman & Associates
New York
$442K