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iShares Core 80/20 Aggressive Allocation ETF

275 hedge funds and large institutions have $336M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+14
Holders Change %
+5.36%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
111
Reduced
97
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
Activest Wealth Management
Florida
$31.7K +$31.7K +499 New
FFA
227
Farther Finance Advisors
California
$31.6K +$22.3K +352 +241%
RFG
228
RFP Financial Group
Georgia
$31.4K +$1.65K +26 +6%
HL
229
HeadInvest LLC
Maine
$29.8K +$29.8K +473 New
LCM
230
Logan Capital Management
Pennsylvania
$27.4K
CT
231
Cambridge Trust
Massachusetts
$27.3K
EWM
232
EPG Wealth Management
Georgia
$25.4K
MIM
233
Macroview Investment Management
Maryland
$23.8K
CFS
234
CGC Financial Services
Oregon
$22.6K +$2.03K +32 +10%
CSPIA
235
Cary Street Partners Investment Advisory
Virginia
$19.4K -$5.84K -92 -23%
SWM
236
Spire Wealth Management
Virginia
$16.6K +$5.59K +88 +51%
WWP
237
WR Wealth Planners
Missouri
$15.9K +$5.97K +94 +60%
NSIM
238
North Star Investment Management
Illinois
$13.4K +$64 +1 +0.5%
BCMLT
239
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.9K
HNB
240
Huntington National Bank
Ohio
$12.7K -$13.3K
APC
241
Aspire Private Capital
North Carolina
$11.2K
OC
242
Oakworth Capital
Alabama
$11.2K
GWM
243
Geneos Wealth Management
Colorado
$11.1K
ACA
244
Aptus Capital Advisors
Alabama
$9.71K -$4.76K -75 -33%
TWC
245
TD Waterhouse Canada
Ontario, Canada
$9.46K
AA
246
Ancora Advisors
Ohio
$8.89K -$2.86K -45 -24%
RFA
247
Register Financial Advisors
Georgia
$7.81K -$10.5K -165 -57%
CFGS
248
Concourse Financial Group Securities
Alabama
$7.75K
FWM
249
Focused Wealth Management
New York
$7.72K +$63 +1 +0.8%
AWM
250
AllSquare Wealth Management
New York
$7.49K