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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 %
FSG
176
Financial Strategies Group
Michigan
$313K -$20.4K -295 -6%
LWMNY
177
Landmark Wealth Management (New York)
New York
$308K +$21K +304 +7%
CTC
178
Central Trust Company
Missouri
$308K -$64.4K -933 -17%
AIA
179
Arbor Investment Advisors
North Carolina
$305K +$2K +29 +0.7%
JCM
180
Janney Capital Management
Pennsylvania
$304K +$304K +4,404 New
AFG
181
AFS Financial Group
Maryland
$300K +$80.3K +1,163 +37%
TFO
182
Tarbox Family Office
California
$299K -$166K -2,405 -36%
MW
183
Marcum Wealth
Ohio
$297K +$297K +4,307 New
HHGA
184
Halbert Hargrove Global Advisors
California
$291K +$40.6K +588 +16%
CI
185
CX Institutional
Indiana
$289K -$4.9K -71 -2%
JWA
186
JFS Wealth Advisors
Pennsylvania
$288K -$201K -2,918 -41%
IWS
187
Integrity Wealth Solutions
Colorado
$285K +$285K +4,131 New
HI
188
Harbour Investments
Wisconsin
$285K -$331K -4,797 -54%
SC
189
Scotia Capital
Ontario, Canada
$279K +$1.04K +15 +0.4%
MWM
190
Modera Wealth Management
New Jersey
$276K +$7.87K +114 +3%
MSFS
191
Main Street Financial Solutions
Pennsylvania
$276K
MWM
192
Meridian Wealth Management
Kentucky
$274K -$246K -3,565 -47%
DP
193
Divergent Planning
Maryland
$274K -$960 -14 -0.3%
SRA
194
Secured Retirement Advisors
Minnesota
$273K +$273K +3,954 New
SAG
195
SageView Advisory Group
California
$273K +$11.6K +167 +4%
FPAS
196
Focus Partners Advisor Solutions
Missouri
$271K -$178K -2,574 -40%
FWP
197
Family Wealth Partners
North Carolina
$271K +$271K +3,922 New
SWA
198
Sax Wealth Advisors
New Jersey
$266K
SFWC
199
Strategic Family Wealth Counselors
New Jersey
$265K
WANY
200
Wealthspire Advisors (New York)
New York
$263K +$263K +3,810 New