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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 %
IA
151
IFP Advisors
Florida
$437K +$319K +4,039 +269%
OIA
152
OneDigital Investment Advisors
Kansas
$432K -$58.8K -745 -12%
IWC
153
Integrated Wealth Concepts
Massachusetts
$425K +$7.1K +90 +2%
CWM
154
Cornerstone Wealth Management
Missouri
$424K
MAWA
155
Moss Adams Wealth Advisors
Washington
$422K +$61.5K +779 +17%
AWA
156
Aquire Wealth Advisors
Utah
$418K +$16.5K +209 +4%
CTC
157
Central Trust Company
Missouri
$417K +$52.6K +666 +14%
SFA
158
Source Financial Advisors
New York
$415K -$11.6K -147 -3%
AAP
159
Arax Advisory Partners
Colorado
$414K -$246K -3,117 -37%
IWS
160
Integrity Wealth Solutions
Colorado
$414K +$34.2K +433 +9%
CFA
161
Cahill Financial Advisors
Minnesota
$402K +$1.5K +19 +0.4%
AIA
162
Arbor Investment Advisors
North Carolina
$401K +$47.4K +600 +13%
SF
163
SWP Financial
California
$401K -$1.97K -25 -0.5%
TFS
164
Thoroughbred Financial Services
Tennessee
$400K +$5.6K +71 +1%
GCM
165
Gallacher Capital Management
Colorado
$394K +$30.3K +384 +8%
GC
166
Gould Capital
Washington
$388K -$3.63K -46 -0.9%
RIA
167
Regal Investment Advisors
Michigan
$377K +$5.68K +72 +2%
Renaissance Technologies
168
Renaissance Technologies
New York
$375K +$4.02K +51 +1%
SRA
169
Secured Retirement Advisors
Minnesota
$374K +$5.21K +66 +1%
RFP
170
Root Financial Partners
California
$372K +$372K +4,708 New
TDWM
171
Topel & Distasi Wealth Management
California
$370K +$67.3K +853 +22%
HI
172
Harbour Investments
Wisconsin
$368K +$14.3K +181 +4%
DP
173
Divergent Planning
Maryland
$368K +$63K +804 +21%
Comerica Bank
174
Comerica Bank
Texas
$367K -$59.6K -755 -14%
AFG
175
ABLE Financial Group
Arizona
$358K +$1.66K +21 +0.5%