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iShares Core 80/20 Aggressive Allocation ETF

234 hedge funds and large institutions have $278M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 75 reducing their positions, and 32 closing their positions.

Holders
234
Holders Change
-14
Holders Change %
-5.65%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
103
Reduced
75
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
76
Allworth Financial
California
$714K -$98K -1,768 -12%
LAM
77
LFS Asset Management
California
$709K -$99.2K -1,789 -12%
IA
78
Insight Advisors
Pennsylvania
$706K +$65K +1,172 +10%
W
79
Wealthquest
Ohio
$701K +$10.7K +194 +2%
CC
80
Cypress Capital
Tennessee
$692K -$1.5K -27 -0.2%
Citadel Advisors
81
Citadel Advisors
Florida
$684K +$684K +12,337 New
JFA
82
JNBA Financial Advisors
Minnesota
$674K +$72.7K +1,311 +12%
SWP
83
Summit Wealth Partners
Florida
$674K +$52.4K +945 +8%
EA
84
Efficient Advisors
Ohio
$668K -$5.66K -102 -0.8%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$661K +$348K +6,269 +111%
VFP
86
Verus Financial Partners
Virginia
$640K -$89.7K -1,582 -12%
CMP
87
Courage Miller Partners
Virginia
$639K -$10K -181 -2%
TWP
88
Tempus Wealth Planning
California
$576K +$34.3K +619 +6%
OFG
89
Oxford Financial Group
Indiana
$574K -$12K -217 -2%
5SA
90
5th Street Advisors
Connecticut
$573K -$16.5K -298 -3%
MCWS
91
McKinley Carter Wealth Services
West Virginia
$564K -$168K -3,036 -23%
UCFA
92
United Capital Financial Advisors
Texas
$550K +$97.5K +1,758 +22%
DT
93
Diversified Trust
Tennessee
$543K +$13K +235 +2%
Creative Planning
94
Creative Planning
Kansas
$538K -$48.8K -879 -8%
IA
95
IFP Advisors
Florida
$532K +$2.54K +46 +0.5%
CIAS
96
Capital Investment Advisory Services
North Carolina
$527K +$3.94K +71 +0.8%
AWS
97
Atria Wealth Solutions
New York
$518K +$20.2K +364 +4%
GPWA
98
Great Point Wealth Advisors
Massachusetts
$499K
MIC
99
Means Investment Company
Maine
$478K -$5.82K -105 -1%
AL
100
Aspiriant LLC
California
$472K +$472K +8,500 New