AOA icon

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 %
CIA
151
Cape Investment Advisory
Georgia
$421K +$61.7K +893 +17%
MMA
152
Miracle Mile Advisors
California
$419K +$7.53K +109 +2%
WWG
153
West Wealth Group
California
$411K +$3.66K +53 +0.9%
TGAM
154
TBH Global Asset Management
Tennessee
$409K -$1.43M -20,750 -78%
CIAS
155
Capital Investment Advisory Services
North Carolina
$406K -$24.2K -350 -6%
MCIA
156
Mountain Capital Investment Advisors
Colorado
$392K +$15.1K +220 +4%
KWM
157
Kingsview Wealth Management
Oregon
$391K -$123K -1,784 -24%
KA
158
Klingman & Associates
New York
$387K
MWM
159
Marion Wealth Management
Pennsylvania
$379K +$25.8K +374 +7%
CWM
160
Cornerstone Wealth Management
Missouri
$370K +$1.59K +23 +0.4%
SF
161
SWP Financial
California
$368K +$368K +5,327 New
GW
162
GW & Wade
Massachusetts
$364K +$364K +5,270 New
GCM
163
Gallacher Capital Management
Colorado
$359K +$18.7K +271 +5%
MA
164
Mezzasalma Advisors
New Jersey
$358K -$6.42K -93 -2%
SFA
165
Source Financial Advisors
New York
$356K +$22.3K +323 +7%
SFG
166
Sovereign Financial Group
Connecticut
$354K -$30.1K -436 -8%
GC
167
Gould Capital
Washington
$347K -$829 -12 -0.2%
IWC
168
Integrated Wealth Concepts
Massachusetts
$345K +$45.6K +660 +15%
CFA
169
Cahill Financial Advisors
Minnesota
$343K -$1.04K -15 -0.3%
MLA
170
My Legacy Advisors
Oregon
$340K +$25.4K +370 +8%
TFS
171
Thoroughbred Financial Services
Tennessee
$335K
WSTAM
172
Wilbanks Smith & Thomas Asset Management
Virginia
$333K +$6.63K +96 +2%
C1AG
173
Client 1st Advisory Group
Florida
$321K -$36.7K -532 -10%
KWM
174
Keebeck Wealth Management
Illinois
$320K +$40K +579 +14%
AWA
175
Aquire Wealth Advisors
Utah
$315K +$33.4K +483 +12%