AOA icon

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.

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 %
AIP
26
Ahrens Investment Partners
Louisiana
$2.53M -$64.2K -1,009 -2%
TC
27
Trilogy Capital
California
$2.51M +$270K +4,252 +12%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$2.49M -$549K -8,627 -18%
AWA
29
Archvest Wealth Advisors
California
$2.47M -$46.4K -729 -2%
WCG
30
Weaver Consulting Group
California
$2.41M -$7.95K -125 -0.3%
CCM
31
Canal Capital Management
Virginia
$2.34M -$158K -2,477 -6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.22M +$242K +3,802 +12%
MSA
33
Marino Stram & Associates
Massachusetts
$2.2M +$12.6K +198 +0.6%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.2M +$1.56M +24,579 +245%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.03M +$211K +3,313 +12%
ACS
36
Archford Capital Strategies
Illinois
$2.02M -$50K -790 -2%
RWA
37
Redhawk Wealth Advisors
Minnesota
$2M +$85.1K +1,338 +4%
SW
38
SteelPeak Wealth
California
$1.97M +$38.9K +611 +2%
Corient Private Wealth
39
Corient Private Wealth
Florida
$1.88M +$1.02M +16,035 +118%
Citadel Advisors
40
Citadel Advisors
Florida
$1.86M +$376K +5,909 +25%
RJA
41
Raymond James & Associates
Florida
$1.85M -$50.3M -791,003 -96%
KAS
42
Kestra Advisory Services
Texas
$1.81M -$797K -12,532 -31%
Ameriprise
43
Ameriprise
Minnesota
$1.8M +$111K +1,740 +7%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.74M +$187K +2,935 +12%
TPWA
45
TRUE Private Wealth Advisors
Oregon
$1.71M -$101K -1,594 -6%
PWAG
46
Polaris Wealth Advisory Group
California
$1.67M -$36.7K -577 -2%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1.63M -$9.54K -150 -0.6%
OCM
48
One Capital Management
California
$1.59M -$53.3K -838 -3%
UBS Group
49
UBS Group
Switzerland
$1.57M +$205K +3,230 +15%
Goldman Sachs
50
Goldman Sachs
New York
$1.52M +$451K +7,095 +42%