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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

273% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 15

127% more capital invested

Capital invested by funds: $278M → $633M (+$354M)

65% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 69

15.46% more ownership

Funds ownership: 21.8%37.27% (+15%)

15% more funds holding

Funds holding: 234269 (+35)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
269
Holders Change
+35
Holders Change %
+14.96%
% of All Funds
4.32%
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
Change in
Stake
CIP
76
Capital Insight Partners
Arizona
$971K +$53.2K +899 +6%
AF
77
Advisornet Financial
Minnesota
$966K -$1.18K -20 -0.1%
ACP
78
Arcus Capital Partners
Georgia
$960K -$88K -1,486 -8%
LNC
79
Lincoln National Corp
Pennsylvania
$890K -$43.4K -733 -5%
Mariner
80
Mariner
Kansas
$887K -$52.6K -889 -6%
MA
81
Mutual Advisors
Nebraska
$862K -$3.67K -62 -0.4%
RFA
82
RTD Financial Advisors
Pennsylvania
$852K -$4.36M -73,627 -84%
TFA
83
Tobias Financial Advisors
Florida
$838K +$30.4K +514 +4%
VAS
84
Vestmark Advisory Solutions
Massachusetts
$835K +$828K +13,980 New
IF
85
Integrity Financial
Wyoming
$824K -$11K -186 -1%
NGA
86
Naples Global Advisors
Florida
$823K -$590K -9,974 -42%
Corient Private Wealth
87
Corient Private Wealth
Florida
$813K +$805K +13,600 New
W
88
Wealthquest
Ohio
$804K +$47K +794 +6%
CC
89
Cypress Capital
Tennessee
$766K +$20.2K +341 +3%
SWP
90
Summit Wealth Partners
Florida
$765K +$39K +658 +5%
RAG
91
RIA Advisory Group
Iowa
$764K +$757K +12,792 New
WP
92
Westmount Partners
California
$755K +$748K +12,636 New
IA
93
Insight Advisors
Pennsylvania
$728K -$33.7K -570 -4%
JFA
94
JNBA Financial Advisors
Minnesota
$717K -$9.53K -161 -1%
FCA
95
FinTrust Capital Advisors
South Carolina
$716K +$247K +4,179 +54%
EA
96
Efficient Advisors
Ohio
$708K -$11.4K -192 -2%
VFP
97
Verus Financial Partners
Virginia
$698K -$20.4K -345 -3%
UCFA
98
United Capital Financial Advisors
Texas
$696K +$102K +1,730 +17%
WFAG
99
Worth Financial Advisory Group
North Carolina
$684K +$678K +11,446 New
AL
100
Aspiriant LLC
California
$669K +$160K +2,702 +32%