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iShares Core 80/20 Aggressive Allocation ETF

304 hedge funds and large institutions have $417M invested in iShares Core 80/20 Aggressive Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 106 reducing their positions, and 38 closing their positions.

Holders
304
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
41
Increased
109
Reduced
106
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$34.1M 464,639 -60 -0%
AssetMark Inc
2
AssetMark Inc
California
$25.5M 347,045 +44,613 +15%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$15M 204,084 -11,037 -5%
MFIM
4
Mesirow Financial Investment Management
Illinois
$12.6M 170,922 +11,574 +7%
LPL Financial
5
LPL Financial
California
$10.9M 148,517 +8,394 +6%
LIA
6
LBMC Investment Advisors
Tennessee
$10.3M 139,630 -879 -0.6%
Bank of America
7
Bank of America
North Carolina
$9.79M 133,316 +14,184 +12%
WA
8
Waverly Advisors
Alabama
$9.78M 133,130 +53,480 +67%
GM
9
GeoWealth Management
Illinois
$9.09M 123,757 +123,757 New
Jane Street
10
Jane Street
New York
$9.03M 122,960 +99,883 +433%
PAMG
11
Patton Albertson Miller Group
Tennessee
$8.31M 113,065 -1,398 -1%
WC
12
Waterloo Capital
Texas
$7.75M 105,495 -137,967 -57%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.66M 104,280 -50,418 -33%
Morgan Stanley
14
Morgan Stanley
New York
$6.74M 91,738 -220,450 -71%
NWM
15
Northwest Wealth Management
Iowa
$5.89M 80,203 +1,057 +1%
Legacy Financial Group (Iowa)
16
Legacy Financial Group (Iowa)
Iowa
$5.29M 71,995 +71,995 New
UW
17
Unique Wealth
Florida
$5.19M 70,602 +3,375 +5%
WA
18
Wealth Alliance
New York
$4.87M 66,341 -413 -0.6%
Wells Fargo
19
Wells Fargo
California
$4.85M 65,969 -1,112,573 -94%
EIG
20
Ellenbecker Investment Group
Wisconsin
$4.66M 63,495 +6,460 +11%
KPWS
21
Kestra Private Wealth Services
Texas
$4.49M 61,073 +9,942 +19%
CWA
22
Consilium Wealth Advisory
Texas
$4.28M 58,276 +844 +1%
ACP
23
Aveo Capital Partners
Colorado
$4.24M 58,699 +2,822 +5%
DAS
24
Dynamic Advisor Solutions
Arizona
$4.15M 56,488 +42,904 +316%
SPC
25
Sigma Planning Corp
Michigan
$4.15M 56,464 +26,238 +87%