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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 %
FSG
176
Financial Strategies Group
Michigan
$317K -$13.7K -188 -4%
JWA
177
JFS Wealth Advisors
Pennsylvania
$313K +$6.69K +91 +2%
HF
178
HRT Financial
New York
$312K +$312K +4,250 New
C1AG
179
Client 1st Advisory Group
Florida
$310K -$31K -422 -9%
IWS
180
Integrity Wealth Solutions
Colorado
$306K +$2.13K +29 +0.7%
PA
181
Parallel Advisors
California
$302K +$58.1K +791 +24%
BPA
182
Beacon Pointe Advisors
California
$301K +$301K +4,100 New
HHGA
183
Halbert Hargrove Global Advisors
California
$300K -$8.81K -120 -3%
BWM
184
BCGM Wealth Management
Indiana
$299K -$221K -3,012 -43%
SWA
185
Sax Wealth Advisors
New Jersey
$295K +$12K +164 +4%
MWM
186
Modera Wealth Management
New Jersey
$294K -$147 -2 -0%
MSFS
187
Main Street Financial Solutions
Pennsylvania
$294K
DP
188
Divergent Planning
Maryland
$293K +$1.24K +17 +0.4%
TFS
189
Thoroughbred Financial Services
Tennessee
$293K -$62.7K -857 -18%
HIP
190
HUB Investment Partners
Texas
$286K +$286K +3,887 New
CAN
191
Cetera Advisor Networks
California
$283K +$6.1K +83 +2%
SFWC
192
Strategic Family Wealth Counselors
New Jersey
$281K
LWMNY
193
Landmark Wealth Management (New York)
New York
$277K -$51.4K -698 -16%
TGAM
194
TBH Global Asset Management
Tennessee
$276K -$159K -2,160 -36%
PJWM
195
Philip James Wealth Mangement
Georgia
$272K +$9.33K +127 +4%
MWM
196
Modern Wealth Management
Kansas
$271K +$271K +3,693 New
AIM
197
Acropolis Investment Management
Missouri
$271K +$2.5K +34 +0.9%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$270K -$417K -5,676 -61%
MWM
199
Mascoma Wealth Management
New Hampshire
$269K +$74K +1,008 +38%
TDWM
200
Topel & Distasi Wealth Management
California
$257K +$22.8K +310 +10%