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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 %
CAN
201
Cetera Advisor Networks
California
$261K +$261K +3,773 New
AIM
202
Acropolis Investment Management
Missouri
$252K +$829 +12 +0.3%
MIC
203
Means Investment Company
Maine
$248K -$70.1K -1,015 -22%
ARC
204
Advisor Resource Council
Texas
$247K +$247K +3,575 New
PJWM
205
Philip James Wealth Mangement
Georgia
$247K +$247K +3,572 New
MAWA
206
Moss Adams Wealth Advisors
Washington
$246K +$4.7K +68 +2%
SG
207
Strid Group
Pennsylvania
$238K +$829 +12 +0.3%
ZIM
208
Zacks Investment Management
Illinois
$232K +$232K +3,354 New
KIG
209
Kowal Investment Group
Wisconsin
$232K +$232K +3,354 New
ACM
210
Altrius Capital Management
North Carolina
$229K -$2.28K -33 -1%
PA
211
Parallel Advisors
California
$229K +$65.7K +951 +40%
NC
212
NewSquare Capital
Pennsylvania
$227K
Fisher Asset Management
213
Fisher Asset Management
Washington
$225K +$225K +3,263 New
OAP
214
One Advisory Partners
Kansas
$223K -$276 -4 -0.1%
BBA
215
Braun-Bostich & Associates
Pennsylvania
$221K +$221K +3,205 New
TDWM
216
Topel & Distasi Wealth Management
California
$221K +$221K +3,195 New
GFP
217
Guardian Financial Partners
California
$219K -$183K -2,650 -45%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$214K -$22.9K -332 -10%
NGA
219
Naples Global Advisors
Florida
$212K -$7.39K -107 -3%
PWM
220
Penobscot Wealth Management
Maine
$208K +$208K +3,017 New
MFS
221
Madrona Financial Services
Washington
$208K -$76.6K -1,110 -27%
TSS
222
Two Sigma Securities
New York
$208K +$208K +3,010 New
STA
223
Summit Trail Advisors
New York
$207K +$207K +3,000 New
BRWA
224
B. Riley Wealth Advisors
Florida
$203K +$203K +2,941 New
TPW
225
TL Private Wealth
Texas
$202K +$202K +2,925 New