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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 %
ME
251
McIlrath & Eck
Washington
$7.43K -$2.79K -44 -27%
WP
252
WealthShield Partners
North Carolina
$7.37K
NRG
253
Nemes Rush Group
Michigan
$6.6K
IPW
254
Impact Partnership Wealth
Georgia
$6.35K +$6.35K +100 New
CAS
255
Coppell Advisory Solutions
Texas
$6.33K +$6.33K +106 New
National Bank of Canada
256
National Bank of Canada
Quebec, Canada
$5.8K -$1.45K -23 -20%
GWMIA
257
Global Wealth Management Investment Advisory
Florida
$5.46K
IHWM
258
Iron Horse Wealth Management
Iowa
$4.57K
PGAM
259
Princeton Global Asset Management
New Jersey
$4K
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$3.98K -$331K -4,990 -99%
CWC
261
Carolinas Wealth Consulting
North Carolina
$3.35K
AA
262
Addison Advisors
Vermont
$3.3K +$3.3K +52 New
WWM
263
Wolff Wiese Magana
California
$3.11K
DIP
264
DT Investment Partners
Pennsylvania
$2.86K
KFI
265
Key Financial Inc
Pennsylvania
$2.35K
BA
266
Ballast Advisors
Minnesota
$2.03K +$2.03K +32 New
CA
267
Crewe Advisors
Utah
$1.91K
MBFW
268
Morton Brown Family Wealth
Pennsylvania
$1.91K
SSB
269
Sandy Spring Bank
Maryland
$1.73K
EWM
270
Evermay Wealth Management
Virginia
$1.52K
CP
271
Castleview Partners
Texas
$952 +$952 +15 New
CFD
272
Creative Financial Designs
Indiana
$762 -$17.5K -275 -96%
LFG
273
Larson Financial Group
Missouri
$635
TCM
274
Tradewinds Capital Management
Washington
$508 +$508 +8 New
HGERS
275
Householder Group Estate & Retirement Specialist
Arizona
$508 +$508 +8 New