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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 %
HI
176
Harbour Investments
Wisconsin
$335K -$16.3K -218 -5%
AIA
177
Arbor Investment Advisors
North Carolina
$335K -$36.6K -489 -10%
SFG
178
Sovereign Financial Group
Connecticut
$326K -$46.6K -623 -13%
JWA
179
JFS Wealth Advisors
Pennsylvania
$326K +$7.03K +94 +2%
BWM
180
BCGM Wealth Management
Indiana
$310K +$5.68K +76 +2%
NWM
181
Napa Wealth Management
California
$306K +$306K +4,149 New
PJWM
182
Philip James Wealth Mangement
Georgia
$302K +$25.3K +338 +9%
FSG
183
Financial Strategies Group
Michigan
$300K -$26.8K -356 -8%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$299K
BPA
185
Beacon Pointe Advisors
California
$294K -$12.9K -173 -4%
DP
186
Divergent Planning
Maryland
$292K -$8.71K -116 -3%
C1AG
187
Client 1st Advisory Group
Florida
$291K -$25K -334 -8%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$290K +$290K +3,877 New
APWA
189
Atlas Private Wealth Advisors
New Jersey
$290K +$290K +3,873 New
MWM
190
Modera Wealth Management
New Jersey
$288K -$11.1K -149 -4%
SFWC
191
Strategic Family Wealth Counselors
New Jersey
$286K
TDWM
192
Topel & Distasi Wealth Management
California
$286K +$24.3K +325 +9%
HHGA
193
Halbert Hargrove Global Advisors
California
$282K -$23.9K -320 -8%
WW
194
Westshore Wealth
California
$277K +$277K +3,708 New
AIM
195
Acropolis Investment Management
Missouri
$277K +$748 +10 +0.3%
MWM
196
Modern Wealth Management
Kansas
$276K
MWM
197
Mascoma Wealth Management
New Hampshire
$271K -$2.77K -37 -1%
SG
198
Strid Group
Pennsylvania
$266K +$8.6K +115 +3%
SWA
199
Sax Wealth Advisors
New Jersey
$266K -$34.8K -465 -12%
SC
200
Savant Capital
Illinois
$257K +$257K +3,433 New