AOA icon

iShares Core 80/20 Aggressive Allocation ETF

261 hedge funds and large institutions have $340M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
261
Holders Change
+8
Holders Change %
+3.16%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
119
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFS
226
CGC Financial Services
Oregon
$21.5K 324 +324 New
RFA
227
Register Financial Advisors
Georgia
$19.1K 288 +1 +0.3%
CFD
228
Creative Financial Designs
Indiana
$19K 287
ACA
229
Aptus Capital Advisors
Alabama
$15.1K 228 -163 -42%
NSIM
230
North Star Investment Management
Illinois
$13.9K 210 +1 +0.5%
HNB
231
Huntington National Bank
Ohio
BCMLT
232
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.9K 195
AA
233
Ancora Advisors
Ohio
$12.3K 185 +97 +110%
APC
234
Aspire Private Capital
North Carolina
$11.7K 177 -1 -0.6%
OC
235
Oakworth Capital
Alabama
$11.7K 176
GWM
236
Geneos Wealth Management
Colorado
$11.6K 175
SWM
237
Spire Wealth Management
Virginia
$11.5K 173
ME
238
McIlrath & Eck
Washington
$10.7K 161 +29 +22%
WWP
239
WR Wealth Planners
Missouri
$10.3K 156 +156 New
TWC
240
TD Waterhouse Canada
Ontario, Canada
$9.95K 150
HS
241
Horan Securities
United States
$9.81K 148 +1 +0.7%
FFA
242
Farther Finance Advisors
California
$9.69K 146 +145 +14,500%
VF
243
VitalStone Financial
Texas
$9K 138 -15,089 -99%
CFGS
244
Concourse Financial Group Securities
Alabama
$8.09K 122 -78 -39%
FWM
245
Focused Wealth Management
New York
$8K 121 +1 +0.8%
WP
246
WealthShield Partners
North Carolina
$7.7K 116 +18 +18%
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$7.62K 115 -25 -18%
AWM
248
AllSquare Wealth Management
New York
$7.52K 118
NRG
249
Nemes Rush Group
Michigan
$6.9K 104 +104 New
GWMIA
250
Global Wealth Management Investment Advisory
Florida
$5.71K 86 +86 New