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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 %
SA
201
Sanctuary Advisors
Indiana
$272K +$41.4K +528 +18%
SC
202
Savant Capital
Illinois
$272K +$631 +8 +0.2%
EFG
203
Elios Financial Group
Ohio
$271K +$271K +3,436 New
WFS
204
Weitzel Financial Services
Iowa
$270K +$4.87K +62 +2%
LWMNY
205
Landmark Wealth Management (New York)
New York
$267K +$267K +3,384 New
HGA
206
Hobbs Group Advisors
South Carolina
$266K +$221K +2,803 +496%
SB
207
Strategic Blueprint
Georgia
$264K +$264K +3,349 New
CIAS
208
Capital Investment Advisory Services
North Carolina
$262K +$395 +5 +0.2%
SWA
209
Sax Wealth Advisors
New Jersey
$260K -$20.1K -255 -7%
SOS
210
Silver Oak Securities
Tennessee
$257K +$257K +3,261 New
ACM
211
Altrius Capital Management
North Carolina
$255K -$14.4K -183 -5%
CWA
212
Choice Wealth Advisors
Maine
$252K -$2.05K -26 -0.8%
WDL
213
Well Done LLC
Michigan
$252K +$10.8K +137 +4%
STA
214
Summit Trail Advisors
New York
$249K +$12.4K +157 +5%
NGA
215
Naples Global Advisors
Florida
$242K
LCM
216
Lazari Capital Management
California
$241K +$241K +3,056 New
FWP
217
Family Wealth Partners
North Carolina
$240K +$2.13K +27 +0.9%
TPW
218
TL Private Wealth
Texas
$239K +$10K +129 +4%
Truist Financial
219
Truist Financial
North Carolina
$234K +$9.47K +120 +4%
AAS
220
Annex Advisory Services
Wisconsin
$233K -$2.13K -27 -0.9%
AWM
221
Aprio Wealth Management
Georgia
$232K +$1.66K +21 +0.7%
EWA
222
EP Wealth Advisors
California
$232K +$1.66K +21 +0.7%
NL
223
NVWM LLC
Pennsylvania
$231K +$14.4K +183 +7%
MAG
224
Mayfair Advisory Group
Alabama
$228K
BHWM
225
Bay Harbor Wealth Management
Maryland
$227K +$316 +4 +0.1%