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iShares Core 80/20 Aggressive Allocation ETF

253 hedge funds and large institutions have $306M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-16
Holders Change %
-5.95%
% of All Funds
4.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
96
Reduced
94
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCMLT
226
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.4K
APC
227
Aspire Private Capital
North Carolina
$11.3K +$954 +15 +9%
OC
228
Oakworth Capital
Alabama
$11.2K
GWM
229
Geneos Wealth Management
Colorado
$11.1K
SWM
230
Spire Wealth Management
Virginia
$11K
TWC
231
TD Waterhouse Canada
Ontario, Canada
$9.56K +$9.56K +150 New
HS
232
Horan Securities
United States
$9.38K
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$8.87K -$2.41K -38 -21%
ME
234
McIlrath & Eck
Washington
$8.39K +$6.11K +96 +267%
RFG
235
RFP Financial Group
Georgia
$8.1K
FWM
236
Focused Wealth Management
New York
$7.65K
AWM
237
AllSquare Wealth Management
New York
$7.5K
LFG
238
Larson Financial Group
Missouri
$7.06K +$3.94K +62 +127%
WP
239
WealthShield Partners
North Carolina
$6.23K +$6.23K +98 New
AA
240
Ancora Advisors
Ohio
$5.6K +$3.69K +58 +193%
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$5.22K +$51 +800 +1%
IHWM
242
Iron Horse Wealth Management
Iowa
$4.58K
PGAM
243
Princeton Global Asset Management
New Jersey
$4.01K
CWC
244
Carolinas Wealth Consulting
North Carolina
$3.43K
WWM
245
Wolff Wiese Magana
California
$3.12K
CHC
246
City Holding Co
West Virginia
$2.86K
KFI
247
Key Financial Inc
Pennsylvania
$2.35K
MBFW
248
Morton Brown Family Wealth
Pennsylvania
$1.91K
CA
249
Crewe Advisors
Utah
$1.91K +$1.91K +30 New
SSB
250
Sandy Spring Bank
Maryland
$1.72K