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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 %
SWP
76
Summit Wealth Partners
Florida
$851K 13,389 +577 +5%
IF
77
Integrity Financial
Wyoming
$840K 13,214 -581 -4%
UCFA
78
United Capital Financial Advisors
Texas
$812K 12,776 +1,134 +10%
RAG
79
RIA Advisory Group
Iowa
$812K 12,767 -25 -0.2%
ASN
80
Advisory Services Network
Georgia
$809K 12,728 -18,898 -60%
WP
81
Westmount Partners
California
$808K 12,711 +75 +0.6%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$808K 12,701 -25,554 -67%
IA
83
Insight Advisors
Pennsylvania
$785K 12,348 +184 +2%
CC
84
Cypress Capital
Tennessee
$761K 11,970 -847 -7%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$749K 11,774 +8,463 +256%
WFAG
86
Worth Financial Advisory Group
North Carolina
$747K 11,749 +303 +3%
EA
87
Efficient Advisors
Ohio
$744K 11,697 -156 -1%
CMP
88
Courage Miller Partners
Virginia
$727K 11,432 +433 +4%
CA
89
CGN Advisors
Kansas
$723K 11,362 +5,990 +112%
JFA
90
JNBA Financial Advisors
Minnesota
$722K 11,359 -636 -5%
FCA
91
FinTrust Capital Advisors
South Carolina
$716K 11,980
VFP
92
Verus Financial Partners
Virginia
$711K 11,225 +277 +3%
DT
93
Diversified Trust
Tennessee
$705K 11,080 +515 +5%
Creative Planning
94
Creative Planning
Kansas
$684K 10,761 -32 -0.3%
Lido Advisors
95
Lido Advisors
California
$677K 10,652 +7,300 +218%
AL
96
Aspiriant LLC
California
$676K 10,623 -579 -5%
OFG
97
Oxford Financial Group
Indiana
$670K 10,535 -605 -5%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$653K 10,266 -91,686 -90%
MCWS
99
McKinley Carter Wealth Services
West Virginia
$642K 10,097 +16 +0.2%
TWP
100
Tempus Wealth Planning
California
$632K 9,941 +77 +0.8%