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iShares Core 80/20 Aggressive Allocation ETF

269 hedge funds and large institutions have $633M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+35
Holders Change %
+14.96%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
56
Increased
114
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
226
Romano Brothers & Co
Illinois
$20.4K +$20.4K +342 New
RFA
227
Register Financial Advisors
Georgia
$17.2K +$17.2K +287 New
CFD
228
Creative Financial Designs
Indiana
$17.1K
USCWA
229
U.S. Capital Wealth Advisors
Texas
$13.4K +$13.4K +224 New
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$12.5K -$6.34K -90 -34%
NSIM
231
North Star Investment Management
Illinois
$12.5K +$119 +2 +1%
CFGS
232
Concourse Financial Group Securities
Alabama
$12K
OIS
233
Okabena Investment Services
Minnesota
$12K +$12K +200 New
BCMLT
234
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.7K
OC
235
Oakworth Capital
Alabama
$10.5K
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$10.5K +$1.25K +21 +14%
GWM
237
Geneos Wealth Management
Colorado
$10.5K
SWM
238
Spire Wealth Management
Virginia
$10K +$10K +173 New
APC
239
Aspire Private Capital
North Carolina
$9.75K +$2.57K +43 +36%
HS
240
Horan Securities
United States
$8.81K +$60 +1 +0.7%
CCM
241
Cribstone Capital Management
Maine
$8.25K +$60 +1 +0.7%
VF
242
VitalStone Financial
Texas
$8K +$8K +138 New
RFG
243
RFP Financial Group
Georgia
$7.61K +$7.61K +127 New
FWM
244
Focused Wealth Management
New York
$7.19K +$60 +1 +0.8%
AWM
245
AllSquare Wealth Management
New York
$7.05K
PWS
246
Paragon Wealth Strategies
Florida
$6.95K +$60 +1 +0.9%
BBHC
247
Brown Brothers Harriman & Co
New York
$6.87K +$6.87K +115 New
CAS
248
Coppell Advisory Solutions
Texas
$6.33K +$6.33K +106 New
CASC
249
Coppell Advisory Solutions Corp
Texas
$6.33K +$6.33K +106 New
PGAM
250
Princeton Global Asset Management
New Jersey
$4K