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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.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 15

127% more capital invested

Capital invested by funds: $278M → $633M (+$354M)

65% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 69

15.46% more ownership

Funds ownership: 21.8%37.27% (+15%)

15% more funds holding

Funds holding: 234269 (+35)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
269
Holders Change
+35
Holders Change %
+14.96%
% of All Funds
4.32%
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
Change in
Stake
FHC
26
Fort Henry Capital
West Virginia
$2.88M -$181K -3,054 -6%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$2.86M +$2.04M +34,383 +256%
CWA
28
Consilium Wealth Advisory
Texas
$2.85M -$226K -3,826 -7%
RWM
29
Ritholtz Wealth Management
New York
$2.57M +$97.7K +1,650 +4%
AAS
30
Annex Advisory Services
Wisconsin
$2.56M +$75.4K +1,274 +3%
SFG
31
StrategIQ Financial Group
Indiana
$2.56M +$16K +270 +0.6%
KAS
32
Kestra Advisory Services
Texas
$2.45M -$9.91M -167,398 -80%
AIP
33
Ahrens Investment Partners
Louisiana
$2.44M +$124K +2,094 +5%
AWA
34
Archvest Wealth Advisors
California
$2.36M +$360K +6,076 +18%
ACG
35
Allen Capital Group
Nebraska
$2.36M +$2.34M +39,579 New
CCM
36
Canal Capital Management
Virginia
$2.35M +$167K +2,821 +8%
AWM
37
AE Wealth Management
Kansas
$2.33M +$4.74K +80 +0.2%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.29M +$745K +12,591 +49%
WCG
39
Weaver Consulting Group
California
$2.27M -$273K -4,617 -11%
TC
40
Trilogy Capital
California
$2.11M +$29.2K +494 +1%
MSA
41
Marino Stram & Associates
Massachusetts
$2.06M -$59K -996 -3%
ACS
42
Archford Capital Strategies
Illinois
$1.96M +$7.28K +123 +0.4%
ASN
43
Advisory Services Network
Georgia
$1.89M +$1.08M +18,261 +137%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.86M +$404K +6,829 +28%
EIG
45
Ellenbecker Investment Group
Wisconsin
$1.82M +$498K +8,420 +38%
SW
46
SteelPeak Wealth
California
$1.82M -$28.5K -481 -2%
RWA
47
Redhawk Wealth Advisors
Minnesota
$1.8M +$37.4K +631 +2%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.71M +$988K +16,687 +140%
TPWA
49
TRUE Private Wealth Advisors
Oregon
$1.7M +$1.33M +22,430 +369%
PWAG
50
Polaris Wealth Advisory Group
California
$1.67M +$105K +1,781 +7%