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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
170% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 20
72% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 76
53% more capital invested
Capital invested by funds: $336M → $515M (+$179M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13.93% more ownership
Funds ownership: 21.19% → 35.12% (+14%)
12% more funds holding
Funds holding: 275 → 307 (+32)
Holders
307
Holders Change
+32
Holders Change %
+11.64%
% of All Funds
4.48%
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
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$68.1M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$22.6M |
| 3 |
Morgan Stanley
New York
|
+$14.1M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$11.2M |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$10.4M |
Top Sellers
| 1 |
RFA
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
-$4.52M |
| 2 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$3.93M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1.69M |
| 4 |
Jane Street
New York
|
-$1.61M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.49M |
