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iShares Core 80/20 Aggressive Allocation ETF

275 hedge funds and large institutions have $336M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 11 closing their positions.

Holders
275
Holders Change
+14
Holders Change %
+5.36%
% of All Funds
4.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
111
Reduced
97
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TGAM
51
TBH Global Asset Management
Tennessee
$1.69M -$124K -1,946 -7%
SSC
52
Syverson Strege & Co
Iowa
$1.63M +$148K +2,333 +10%
PAA
53
Peregrine Asset Advisers
Oregon
$1.6M +$1.6M +25,141 New
OCM
54
One Capital Management
California
$1.56M -$13.3K -210 -0.8%
VWA
55
Visionary Wealth Advisors
Illinois
$1.52M +$71.2K +1,121 +5%
PWAG
56
Polaris Wealth Advisory Group
California
$1.51M -$124K -1,946 -8%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$1.5M -$1.38M -21,657 -48%
BCM
58
Brookstone Capital Management
Illinois
$1.47M +$112K +1,790 +8%
SA
59
Strategic Advocates
Utah
$1.43M +$1.43M +22,568 New
BFG
60
Buttonwood Financial Group
Missouri
$1.42M +$21.8K +355 +2%
Stifel Financial
61
Stifel Financial
Missouri
$1.4M -$137K -2,156 -9%
VWM
62
Venturi Wealth Management
Texas
$1.33M +$62.7K +987 +5%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.27M -$1.81M -28,525 -59%
GFG
64
Greystone Financial Group
Michigan
$1.26M -$40.6K -640 -3%
CIP
65
Capital Insight Partners
Arizona
$1.22M +$65.6K +1,033 +6%
RWA
66
Redhawk Wealth Advisors
Minnesota
$1.19M -$582K -9,169 -33%
PGF
67
Plan Group Financial
Oklahoma
$1.18M +$1.18M +18,569 New
CG
68
Cynosure Group
Utah
$1.16M
PAG
69
Private Advisor Group
New Jersey
$1.14M -$33.5K -528 -3%
CF
70
Corrigan Financial
Rhode Island
$1.08M -$30.2K -475 -3%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$1.04M +$788K +12,419 +314%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$1.03M -$7.62K -120 -0.7%
WP
73
Westmount Partners
California
$1.03M +$18.9K +298 +2%
ACP
74
Arcus Capital Partners
Georgia
$1.01M -$9.9K -156 -1%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$1M -$17.6K -277 -2%