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iShares Core 80/20 Aggressive Allocation ETF

234 hedge funds and large institutions have $278M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 75 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-14
Holders Change %
-5.65%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
103
Reduced
75
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$1.83K +$4 +63 +0.2%
TFGT
227
TS Financial Group (TSFG)
Illinois
$1K
FHA
228
First Horizon Advisors
Tennessee
$1K
LFG
229
Larson Financial Group
Missouri
$1K
DWP
230
Destiny Wealth Partners
Florida
$1K
EWM
231
Evermay Wealth Management
Virginia
$1K +$250 +6 +33%
WFA
232
Wipfli Financial Advisors
Wisconsin
$1K +$1K +15 New
SSB
233
Sandy Spring Bank
Maryland
$1K +$1K +27 New
AT
234
Arden Trust
Delaware
-$2.99M -49,937 Closed
Franklin Resources
235
Franklin Resources
California
-$2.99M -49,937 Closed
GFG
236
Greystone Financial Group
Michigan
-$1.11M -18,525 Closed
Northern Trust
237
Northern Trust
Illinois
-$719K -12,000 Closed
OAM
238
Oak Asset Management
California
-$701K -11,698 Closed
CCP
239
Cassia Capital Partners
North Carolina
-$497K -8,306 Closed
ARC
240
Advisor Resource Council
Texas
-$405K -6,760 Closed
SWA
241
Sax Wealth Advisors
New Jersey
-$284K -4,739 Closed
MWM
242
Mission Wealth Management
California
-$259K -4,324 Closed
SG
243
StoneX Group
New York
-$251K -4,186 Closed
WA
244
WBH Advisory
Maryland
-$248K -4,171 Closed
AIA
245
Arbor Investment Advisors
North Carolina
-$234K -3,910 Closed
MML Investors Services
246
MML Investors Services
Massachusetts
-$214K -3,577 Closed
MWM
247
McNaughton Wealth Management
California
-$209K -3,486 Closed
GMA
248
Goldstein Munger & Associates
California
-$208K -3,479 Closed
CA
249
CoreCap Advisors
Michigan
-$91K -1,525 Closed
COCM
250
Charter Oak Capital Management
New Hampshire
-$64K -1,064 Closed