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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 %
CIA
151
Cape Investment Advisory
Georgia
$451K -$374 -5 -0.1%
TFO
152
Tarbox Family Office
California
$450K -$2.47K -33 -0.5%
HIP
153
HUB Investment Partners
Texas
$421K +$130K +1,741 +45%
KA
154
Klingman & Associates
New York
$419K
Comerica Bank
155
Comerica Bank
Texas
$405K -$26.1K -349 -6%
SFA
156
Source Financial Advisors
New York
$405K -$5.76K -77 -1%
CWM
157
Cornerstone Wealth Management
Missouri
$402K +$1.27K +17 +0.3%
IWC
158
Integrated Wealth Concepts
Massachusetts
$396K +$12.2K +163 +3%
RFG
159
RFP Financial Group
Georgia
$390K +$59.5K +795 +18%
WWM
160
Western Wealth Management
Colorado
$388K +$75 +1 +0%
SF
161
SWP Financial
California
$382K -$12.9K -172 -3%
AWA
162
Aquire Wealth Advisors
Utah
$380K +$20.5K +274 +6%
CFA
163
Cahill Financial Advisors
Minnesota
$380K -$748 -10 -0.2%
TFS
164
Thoroughbred Financial Services
Tennessee
$374K +$74.8K +1,000 +25%
GC
165
Gould Capital
Washington
$371K
IWS
166
Integrity Wealth Solutions
Colorado
$360K +$48.7K +651 +16%
RIA
167
Regal Investment Advisors
Michigan
$352K +$352K +4,705 New
Renaissance Technologies
168
Renaissance Technologies
New York
$352K -$725K -9,698 -67%
SRA
169
Secured Retirement Advisors
Minnesota
$349K +$10.8K +145 +3%
CTC
170
Central Trust Company
Missouri
$345K -$1.94K -26 -0.6%
GCM
171
Gallacher Capital Management
Colorado
$345K -$46.7K -625 -12%
MAWA
172
Moss Adams Wealth Advisors
Washington
$341K
SAI
173
Savvy Advisors Inc
New York
$340K +$340K +4,550 New
AFG
174
ABLE Financial Group
Arizona
$338K +$338K +4,519 New
CI
175
CX Institutional
Indiana
$336K +$2.24K +30 +0.7%