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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.

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 %
IHWM
251
Iron Horse Wealth Management
Iowa
$4K +$4K +72 New
CWC
252
Carolinas Wealth Consulting
North Carolina
$3.23K
WWM
253
Wolff Wiese Magana
California
$2.93K
LFG
254
Larson Financial Group
Missouri
$2.93K +$2.33K +39 +390%
CHC
255
City Holding Co
West Virginia
$2.69K
ME
256
McIlrath & Eck
Washington
$2.15K
KFI
257
Key Financial Inc
Pennsylvania
$2.05K
AA
258
Ancora Advisors
Ohio
$2K
Bessemer Group
259
Bessemer Group
New Jersey
$2K +$2K +27 New
MBFW
260
Morton Brown Family Wealth
Pennsylvania
$1.79K
SSB
261
Sandy Spring Bank
Maryland
$1.61K
EWM
262
Evermay Wealth Management
Virginia
$1.43K
TFGT
263
TS Financial Group (TSFG)
Illinois
$1K
PAG
264
Private Advisor Group
New Jersey
$962 +$97 +1,626 +11%
FHA
265
First Horizon Advisors
Tennessee
$837
DWP
266
Destiny Wealth Partners
Florida
$657
DF
267
DecisionPoint Financial
Arizona
$299 +$299 +5 New
BlackRock
268
BlackRock
New York
$120
FFA
269
Farther Finance Advisors
California
$60 +$60 +1 New
NA
270
NewEdge Advisors
Louisiana
$20 +$20 +331 New
PAA
271
Peregrine Asset Advisers
Oregon
-$926K -16,692 Closed
Truist Financial
272
Truist Financial
North Carolina
-$377K -6,808 Closed
CWM
273
CCG Wealth Management
California
-$314K -5,662 Closed
GVAG
274
Great Valley Advisor Group
Delaware
-$262K -4,725 Closed
Cetera Investment Advisers
275
Cetera Investment Advisers
Illinois
-$243K -4,376 Closed