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iShares Core 80/20 Aggressive Allocation ETF
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Overview Fund Activity

261 hedge funds and large institutions have $340M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
261
Holders Change
+8
Holders Change %
+3.16%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
119
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WC
1
Waterloo Capital
Texas
$20.5M
2
RFA
2
RTD Financial Advisors
Pennsylvania
$6.13M
3
NA
3
NewEdge Advisors
Louisiana
$2.7M
4
TGAM
4
TBH Global Asset Management
Tennessee
$1.9M
5
Cerity Partners
5
Cerity Partners
New York
$1.89M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.18M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
SW
3
SVB Wealth
Massachusetts
$0
4
Jane Street
4
Jane Street
New York
$4.75M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
26
StrategIQ Financial Group
Indiana
$2.96M 44,675 +1,465 +3%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.85M 43,139 -5,284 -11%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$2.83M 42,622 -684 -2%
TC
29
Trilogy Capital
California
$2.78M 41,399 +1,878 +5%
AWM
30
AE Wealth Management
Kansas
$2.7M 40,722 +327 +0.8%
NA
31
NewEdge Advisors
Louisiana
$2.7M 40,714 +40,374 +11,875%
AWA
32
Archvest Wealth Advisors
California
$2.69M 40,589 +1,739 +4%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$2.44M 36,810 -2,367 -6%
CCM
34
Canal Capital Management
Virginia
$2.41M 36,394 -469 -1%
WCG
35
Weaver Consulting Group
California
$2.4M 36,196 -1,693 -4%
MSA
36
Marino Stram & Associates
Massachusetts
$2.3M 34,608 -56 -0.2%
SW
37
SteelPeak Wealth
California
$2.28M 34,342 +3,329 +11%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.11M 31,785 -143 -0.4%
ACS
39
Archford Capital Strategies
Illinois
$2.04M 30,303 -1,643 -5%
Corient Private Wealth
40
Corient Private Wealth
Florida
$2M 30,124 +489 +2%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.93M 29,120 +1,681 +6%
TGAM
42
TBH Global Asset Management
Tennessee
$1.9M 28,614 +28,614 New
Cerity Partners
43
Cerity Partners
New York
$1.89M 28,448 +28,448 New
TPWA
44
TRUE Private Wealth Advisors
Oregon
$1.88M 28,309 +1,390 +5%
RWA
45
Redhawk Wealth Advisors
Minnesota
$1.85M 27,920 -3,576 -11%
KAS
46
Kestra Advisory Services
Texas
$1.82M 27,487 -946 -3%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1.77M 26,710 +1,085 +4%
PWAG
48
Polaris Wealth Advisory Group
California
$1.71M 25,763 -502 -2%
AF
49
Allworth Financial
California
$1.71M 25,715 +2,938 +13%
Ameriprise
50
Ameriprise
Minnesota
$1.7M 25,681 -2,570 -9%
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