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iShares Core 80/20 Aggressive Allocation ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
LNC
76
Lincoln National Corp
Pennsylvania
$923K 13,914 +438 +3%
RJA
77
Raymond James & Associates
Florida
$922K 13,891 -15,128 -52%
UCFA
78
United Capital Financial Advisors
Texas
$912K 13,750 +974 +8%
SWP
79
Summit Wealth Partners
Florida
$912K 13,741 +352 +3%
AF
80
Advisornet Financial
Minnesota
$902K 13,597 -1,477 -10%
Mariner
81
Mariner
Kansas
$886K 13,362 -629 -4%
CA
82
CGN Advisors
Kansas
$848K 12,786 +1,424 +13%
IA
83
Insight Advisors
Pennsylvania
$826K 12,447 +99 +0.8%
WFAG
84
Worth Financial Advisory Group
North Carolina
$812K 12,242 +493 +4%
CC
85
Cypress Capital
Tennessee
$808K 12,184 +214 +2%
JFA
86
JNBA Financial Advisors
Minnesota
$793K 11,952 +593 +5%
EA
87
Efficient Advisors
Ohio
$762K 11,484 -213 -2%
ASN
88
Advisory Services Network
Georgia
$752K 11,342 -1,386 -11%
CMP
89
Courage Miller Partners
Virginia
$745K 11,235 -197 -2%
DAS
90
Dynamic Advisor Solutions
Arizona
$745K 11,234 +8,040 +252%
DT
91
Diversified Trust
Tennessee
$744K 11,217 +137 +1%
VFP
92
Verus Financial Partners
Virginia
$740K 10,987 -238 -2%
GM
93
GeoWealth Management
Illinois
$738K 11,123 +11,123 New
IF
94
Integrity Financial
Wyoming
$733K 11,047 -2,167 -16%
Lido Advisors
95
Lido Advisors
California
$722K 10,876 +224 +2%
FCA
96
FinTrust Capital Advisors
South Carolina
$716K 11,980
AL
97
Aspiriant LLC
California
$715K 10,778 +155 +1%
HighTower Advisors
98
HighTower Advisors
Illinois
$713K 10,669 +2,615 +32%
CPG
99
Cornerstone Planning Group
New Jersey
$705K 10,627 +10,627 New
Creative Planning
100
Creative Planning
Kansas
$704K 10,616 -145 -1%