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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 %
OCM
51
One Capital Management
California
$1.65M 24,849 -143 -0.6%
Stifel Financial
52
Stifel Financial
Missouri
$1.6M 24,161 +6,396 +36%
SSC
53
Syverson Strege & Co
Iowa
$1.55M 23,348 +487 +2%
BFG
54
Buttonwood Financial Group
Missouri
$1.53M 22,724 +758 +3%
VWA
55
Visionary Wealth Advisors
Illinois
$1.51M 22,741 +992 +5%
BCM
56
Brookstone Capital Management
Illinois
$1.41M 21,719 +1,089 +5%
UBS Group
57
UBS Group
Switzerland
$1.4M 21,101 -3,544 -14%
GFG
58
Greystone Financial Group
Michigan
$1.36M 20,552 +134 +0.7%
CI
59
CX Institutional
Indiana
$1.34M 20,244 -1,492 -7%
VWM
60
Venturi Wealth Management
Texas
$1.33M 20,014 -1,143 -5%
MA
61
Mutual Advisors
Nebraska
$1.25M 18,913 +1,702 +10%
PAG
62
Private Advisor Group
New Jersey
$1.23M 18,541 +4,729 +34%
CG
63
Cynosure Group
Utah
$1.21M 18,228 +18,228 New
CIP
64
Capital Insight Partners
Arizona
$1.21M 18,212 +1,195 +7%
CF
65
Corrigan Financial
Rhode Island
$1.16M 17,448 +253 +1%
Goldman Sachs
66
Goldman Sachs
New York
$1.12M 16,855 -7,043 -29%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$1.08M 16,344 -3,203 -16%
TFA
68
Tobias Financial Advisors
Florida
$1.08M 16,205 +1,009 +7%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$1.07M 16,068 +7,050 +78%
ACP
70
Arcus Capital Partners
Georgia
$1.06M 16,039 +137 +0.9%
WP
71
Westmount Partners
California
$1.05M 15,893 +3,182 +25%
PSCM
72
Per Stirling Capital Management
Texas
$1.05M 15,804 +1,383 +10%
W
73
Wealthquest
Ohio
$985K 14,849 +717 +5%
RAG
74
RIA Advisory Group
Iowa
$964K 14,528 +1,761 +14%
NAS
75
Nicolet Advisory Services
Wisconsin
$959K 14,773 -372 -2%
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3
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