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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 %
EFN
176
Equita Financial Network
Pennsylvania
$351K +$351K +4,442 New
SFM
177
Signet Financial Management
New Jersey
$349K +$349K +4,426 New
JWA
178
JFS Wealth Advisors
Pennsylvania
$341K -$2.05K -26 -0.6%
APWA
179
Atlas Private Wealth Advisors
New Jersey
$341K +$35.4K +449 +12%
BWM
180
BCGM Wealth Management
Indiana
$337K +$10.3K +131 +3%
PJWM
181
Philip James Wealth Mangement
Georgia
$326K +$7.18K +91 +2%
FSG
182
Financial Strategies Group
Michigan
$324K +$9.55K +121 +3%
SFG
183
Sovereign Financial Group
Connecticut
$323K -$20.5K -260 -6%
HWM
184
HB Wealth Management
Georgia
$321K +$60K +760 +23%
CIA
185
Concurrent Investment Advisors
Florida
$319K +$48.3K +612 +18%
MSFS
186
Main Street Financial Solutions
Pennsylvania
$316K
MWM
187
Modera Wealth Management
New Jersey
$315K +$10.7K +136 +4%
SFWC
188
Strategic Family Wealth Counselors
New Jersey
$302K
CI
189
CX Institutional
Indiana
$297K -$58.3K -739 -16%
AIM
190
Acropolis Investment Management
Missouri
$294K +$2.13K +27 +0.7%
C1AG
191
Client 1st Advisory Group
Florida
$293K -$13.7K -174 -4%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$292K -$13.9K -176 -5%
NWM
193
Napa Wealth Management
California
$288K -$32.6K -421 -10%
MWM
194
Mascoma Wealth Management
New Hampshire
$288K +$2.53K +32 +0.9%
BPA
195
Beacon Pointe Advisors
California
$286K -$23.5K -298 -8%
SG
196
Strid Group
Pennsylvania
$282K +$789 +10 +0.3%
WW
197
Westshore Wealth
California
$281K -$11.1K -141 -4%
SCM
198
Saxony Capital Management
Missouri
$280K +$280K +3,543 New
HHGA
199
Halbert Hargrove Global Advisors
California
$277K -$20.3K -257 -7%
NCM
200
New Capital Management
Texas
$274K +$3.95K +50 +1%