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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
Holders
269
Holders Change
+35
Holders Change %
+14.96%
% of All Funds
4.34%
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
Shares
Change %
APWA
51
Atlas Private Wealth Advisors
New Jersey
$1.64M +$1.64M +27,377 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$1.61M -$210K -3,513 -12%
Ameriprise
53
Ameriprise
Minnesota
$1.58M -$43.4K -726 -3%
CPO
54
Cerity Partners OCIO
New York
$1.58M -$35.5K -594 -2%
OCM
55
One Capital Management
California
$1.54M +$1.54M +25,830 New
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$1.54M -$47.7K -798 -3%
VWA
57
Visionary Wealth Advisors
Illinois
$1.52M -$188K -3,141 -11%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.46M +$10.9K +183 +0.8%
SSC
59
Syverson Strege & Co
Iowa
$1.46M +$127K +2,129 +10%
Citadel Advisors
60
Citadel Advisors
Florida
$1.39M +$657K +10,992 +89%
CI
61
CX Institutional
Indiana
$1.33M -$86.2K -1,442 -6%
VWM
62
Venturi Wealth Management
Texas
$1.28M +$156K +2,615 +14%
UBS Group
63
UBS Group
Switzerland
$1.28M +$426K +7,130 +50%
NAS
64
Nicolet Advisory Services
Wisconsin
$1.25M +$316K +5,076 +34%
BFG
65
Buttonwood Financial Group
Missouri
$1.25M +$151K +2,531 +14%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$1.23M -$134K -2,246 -10%
GFG
67
Greystone Financial Group
Michigan
$1.23M +$1.23M +20,516 New
BCM
68
Brookstone Capital Management
Illinois
$1.17M +$122K +1,986 +12%
PSCM
69
Per Stirling Capital Management
Texas
$1.17M +$1.17M +19,505 New
AF
70
Allworth Financial
California
$1.12M +$354K +5,927 +46%
SW
71
SVB Wealth
Massachusetts
$1.09M
KIG
72
Kowal Investment Group
Wisconsin
$1.06M +$1.06M +17,682 New
ZIM
73
Zacks Investment Management
Illinois
$1.06M +$1.06M +17,682 New
CF
74
Corrigan Financial
Rhode Island
$1.01M -$2.63K -44 -0.3%
Goldman Sachs
75
Goldman Sachs
New York
$1M +$1M +16,803 New