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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 Market Value Shares Shares
Change
Shares
Change %
SSC
51
Syverson Strege & Co
Iowa
$1.45M 22,861 -1,510 -6%
AF
52
Allworth Financial
California
$1.45M 22,777 +3,974 +21%
BFG
53
Buttonwood Financial Group
Missouri
$1.4M 21,966 +1,061 +5%
CI
54
CX Institutional
Indiana
$1.39M 21,736 -484 -2%
VWA
55
Visionary Wealth Advisors
Illinois
$1.38M 21,749 -3,619 -14%
VWM
56
Venturi Wealth Management
Texas
$1.35M 21,157 -283 -1%
BCM
57
Brookstone Capital Management
Illinois
$1.32M 20,630 +1,519 +8%
GFG
58
Greystone Financial Group
Michigan
$1.3M 20,418 -98 -0.5%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$1.24M 19,547 -37,196 -66%
SW
60
SVB Wealth
Massachusetts
$1.16M 18,280
Stifel Financial
61
Stifel Financial
Missouri
$1.13M 17,765 -938,693 -98%
VF
62
VitalStone Financial
Texas
$1.12M 15,227 +15,089 +10,934%
MA
63
Mutual Advisors
Nebraska
$1.09M 17,211 +2,780 +19%
CF
64
Corrigan Financial
Rhode Island
$1.09M 17,195 +283 +2%
CIP
65
Capital Insight Partners
Arizona
$1.08M 17,017 +763 +5%
RFA
66
RTD Financial Advisors
Pennsylvania
$1.03M 16,133 +1,871 +13%
ACP
67
Arcus Capital Partners
Georgia
$1.01M 15,902 -166 -1%
TFA
68
Tobias Financial Advisors
Florida
$966K 15,196 +1,176 +8%
NAS
69
Nicolet Advisory Services
Wisconsin
$962K 15,145 -5,009 -25%
AF
70
Advisornet Financial
Minnesota
$959K 15,074 -1,086 -7%
PSCM
71
Per Stirling Capital Management
Texas
$917K 14,421 -5,084 -26%
W
72
Wealthquest
Ohio
$899K 14,132 +680 +5%
Mariner
73
Mariner
Kansas
$890K 13,991 -848 -6%
PAG
74
Private Advisor Group
New Jersey
$878K 13,812 -2,288 -14%
LNC
75
Lincoln National Corp
Pennsylvania
$857K 13,476 -1,415 -10%