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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 %
EWM
251
Evermay Wealth Management
Virginia
$1.53K
TFGT
252
TS Financial Group (TSFG)
Illinois
$1K
HGERS
253
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +8 New
IRC
254
Investors Research Corp
Georgia
$127 +$127 +2 New
FFA
255
Farther Finance Advisors
California
$64
Franklin Resources
256
Franklin Resources
California
-$15.9M -266,687 Closed
AT
257
Arden Trust
Delaware
-$15.9M -266,687 Closed
ACG
258
Allen Capital Group
Nebraska
-$2.36M -39,579 Closed
APWA
259
Atlas Private Wealth Advisors
New Jersey
-$1.64M -27,377 Closed
ZIM
260
Zacks Investment Management
Illinois
-$1.06M -17,682 Closed
KIG
261
Kowal Investment Group
Wisconsin
-$1.06M -17,682 Closed
VAS
262
Vestmark Advisory Solutions
Massachusetts
-$835K -13,980 Closed
WIM
263
WealthPlan Investment Management
Nebraska
-$509K -7,964 Closed
AF
264
Affiance Financial
Minnesota
-$427K -7,147 Closed
Renaissance Technologies
265
Renaissance Technologies
New York
-$390K -6,530 Closed
CWM
266
Chicago Wealth Management
Illinois
-$367K -6,145 Closed
JCM
267
Jacobsen Capital Management
Utah
-$271K -4,538 Closed
MFS
268
McNamara Financial Services
Massachusetts
-$234K -3,909 Closed
RIA
269
Realta Investment Advisors
Delaware
-$198K -3,309 Closed
JAWM
270
J. Arnold Wealth Management
Ohio
-$106K -1,777 Closed
GIA
271
Goodwin Investment Advisory
Georgia
-$76.2K -1,275 Closed
HNWAG
272
High Net Worth Advisory Group
Florida
-$54.6K -913 Closed
MCC
273
Money Concepts Capital
Florida
-$51.1K -855 Closed
HFS
274
Hantz Financial Services
Michigan
-$26K -434 Closed
RBC
275
Romano Brothers & Co
Illinois
-$20.4K -342 Closed