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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 %
CIAS
151
Capital Investment Advisory Services
North Carolina
$431K -$1.1K -15 -0.3%
Comerica Bank
152
Comerica Bank
Texas
$423K -$42.4K -577 -9%
KWM
153
Kingsview Wealth Management
Oregon
$422K +$6.1K +83 +1%
GSC
154
Ground Swell Capital
South Carolina
$413K +$413K +5,626 New
KA
155
Klingman & Associates
New York
$412K
MCIA
156
Mountain Capital Investment Advisors
Colorado
$410K -$6.35K -87 -2%
SFA
157
Source Financial Advisors
New York
$403K +$23.8K +324 +6%
CWM
158
Cornerstone Wealth Management
Missouri
$393K -$147 -2 -0%
SF
159
SWP Financial
California
$387K -$3.89K -53 -1%
GCM
160
Gallacher Capital Management
Colorado
$385K +$2.42K +33 +0.6%
WWM
161
Western Wealth Management
Colorado
$381K -$275K -3,746 -42%
IWC
162
Integrated Wealth Concepts
Massachusetts
$377K +$9.55K +130 +3%
CFA
163
Cahill Financial Advisors
Minnesota
$374K +$8.96K +122 +2%
MLA
164
My Legacy Advisors
Oregon
$372K +$9.48K +129 +3%
SFG
165
Sovereign Financial Group
Connecticut
$366K -$10.8K -147 -3%
AIA
166
Arbor Investment Advisors
North Carolina
$365K +$41K +558 +13%
GC
167
Gould Capital
Washington
$365K -$4.04K -55 -1%
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$360K +$5.95K +81 +2%
AWA
169
Aquire Wealth Advisors
Utah
$354K +$18.1K +246 +5%
HI
170
Harbour Investments
Wisconsin
$345K +$42.8K +582 +14%
CTC
171
Central Trust Company
Missouri
$341K +$13.7K +187 +4%
MAWA
172
Moss Adams Wealth Advisors
Washington
$335K +$73.2K +997 +28%
SRA
173
Secured Retirement Advisors
Minnesota
$332K +$41.8K +569 +14%
CI
174
CX Institutional
Indiana
$328K +$21K +286 +7%
RFG
175
RFP Financial Group
Georgia
$324K +$260K +3,542 +406%