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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.

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 Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$35.8M 478,759 +14,120 +3%
AssetMark Inc
2
AssetMark Inc
California
$20.5M 274,691 -72,354 -21%
GM
3
GeoWealth Management
Illinois
$15.9M 212,982 +89,225 +72%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$14.9M 199,407 -4,677 -2%
MFIM
5
Mesirow Financial Investment Management
Illinois
$12.6M 168,734 -2,188 -1%
WA
6
Waverly Advisors
Alabama
$10.6M 141,648 +8,518 +6%
LIA
7
LBMC Investment Advisors
Tennessee
$10.5M 139,950 +320 +0.2%
LPL Financial
8
LPL Financial
California
$10.4M 139,690 -8,827 -6%
Bank of America
9
Bank of America
North Carolina
$9.96M 133,159 -157 -0.1%
PAMG
10
Patton Albertson Miller Group
Tennessee
$8.26M 110,459 -2,606 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.45M 99,596 -4,684 -4%
Morgan Stanley
12
Morgan Stanley
New York
$6.87M 91,919 +181 +0.2%
Legacy Financial Group (Iowa)
13
Legacy Financial Group (Iowa)
Iowa
$6.22M 83,163 +11,168 +16%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.04M 80,827 +54,622 +208%
UW
15
Unique Wealth
Florida
$5.92M 79,162 +8,560 +12%
EIG
16
Ellenbecker Investment Group
Wisconsin
$5.54M 74,097 +10,602 +17%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$5.4M 72,187 +72,187 New
NWM
18
Northwest Wealth Management
Iowa
$5.17M 69,169 -11,034 -14%
FIA
19
Foundations Investment Advisors
Arizona
$4.98M 66,563 +66,563 New
WA
20
Wealth Alliance
New York
$4.93M 65,873 -468 -0.7%
KPWS
21
Kestra Private Wealth Services
Texas
$4.79M 64,085 +3,012 +5%
Wells Fargo
22
Wells Fargo
California
$4.65M 62,123 -3,846 -6%
ACP
23
Aveo Capital Partners
Colorado
$4.62M 61,786 +3,087 +5%
Jane Street
24
Jane Street
New York
$4.54M 60,697 -62,263 -51%
CA
25
Clearstead Advisors
Ohio
$4.44M 59,386 +59,226 +37,016%