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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 %
CIA
201
Concurrent Investment Advisors
Florida
$256K +$256K +3,429 New
NCM
202
New Capital Management
Texas
$256K +$1.72K +23 +0.7%
ACM
203
Altrius Capital Management
North Carolina
$255K +$150 +2 +0.1%
WFS
204
Weitzel Financial Services
Iowa
$252K +$38.1K +510 +18%
CIAS
205
Capital Investment Advisory Services
North Carolina
$248K -$191K -2,551 -43%
HWM
206
HB Wealth Management
Georgia
$247K +$19.5K +261 +9%
CWA
207
Choice Wealth Advisors
Maine
$241K +$10.5K +140 +5%
WANY
208
Wealthspire Advisors (New York)
New York
$237K +$7.85K +105 +3%
CPCM
209
Cardinal Point Capital Management
Ontario, Canada
$234K +$234K +3,124 New
MLA
210
My Legacy Advisors
Oregon
$232K -$147K -1,964 -39%
RIA
211
Realta Investment Advisors
Delaware
$231K +$22.4K +300 +11%
T
212
TNF
Montana
$230K +$5.43K +73 +2%
NGA
213
Naples Global Advisors
Florida
$230K
GFP
214
Guardian Financial Partners
California
$229K +$673 +9 +0.3%
WDL
215
Well Done LLC
Michigan
$228K +$10.7K +143 +5%
TPW
216
TL Private Wealth
Texas
$227K +$4.38K +57 +2%
FWP
217
Family Wealth Partners
North Carolina
$226K -$36.3K -485 -14%
STA
218
Summit Trail Advisors
New York
$224K
AAS
219
Annex Advisory Services
Wisconsin
$223K -$10.7K -143 -5%
MAG
220
Mayfair Advisory Group
Alabama
$222K +$222K +2,905 New
CCA
221
Cora Capital Advisors
New Jersey
$220K
AWM
222
Aprio Wealth Management
Georgia
$219K +$598 +8 +0.3%
EWA
223
EP Wealth Advisors
California
$218K +$598 +8 +0.3%
BRWA
224
B. Riley Wealth Advisors
Florida
$215K +$215K +2,876 New
BHWM
225
Bay Harbor Wealth Management
Maryland
$215K +$6.96K +93 +3%