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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.

New
Increased
Maintained
Reduced
Closed
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 %
CA
76
Cetera Advisors
Colorado
$974K +$529K +8,327 +119%
RAG
77
RIA Advisory Group
Iowa
$971K +$49.9K +787 +5%
PSCM
78
Per Stirling Capital Management
Texas
$948K -$55.2K -870 -6%
WFAG
79
Worth Financial Advisory Group
North Carolina
$946K +$169K +2,655 +22%
Goldman Sachs
80
Goldman Sachs
New York
$935K -$135K -2,126 -13%
NAS
81
Nicolet Advisory Services
Wisconsin
$914K -$8.55K -137 -0.9%
CA
82
CGN Advisors
Kansas
$893K +$81.1K +1,278 +10%
FAIM
83
Financial Advocates Investment Management
Washington
$893K +$655K +10,142 +276%
LNC
84
Lincoln National Corp
Pennsylvania
$890K +$6.41K +101 +0.7%
FCA
85
FinTrust Capital Advisors
South Carolina
$885K +$125K +1,963 +16%
DAS
86
Dynamic Advisor Solutions
Arizona
$857K +$144K +2,270 +20%
UCFA
87
United Capital Financial Advisors
Texas
$849K -$24.1K -379 -3%
SWP
88
Summit Wealth Partners
Florida
$846K -$26.9K -423 -3%
Mariner
89
Mariner
Kansas
$840K -$8.25K -130 -1%
TFA
90
Tobias Financial Advisors
Florida
$836K -$193K -3,043 -19%
CPG
91
Cornerstone Planning Group
New Jersey
$815K +$140K +2,206 +21%
W
92
Wealthquest
Ohio
$810K -$133K -2,088 -14%
IA
93
Insight Advisors
Pennsylvania
$771K -$19.5K -307 -2%
JFA
94
JNBA Financial Advisors
Minnesota
$762K +$3.18K +50 +0.4%
HighTower Advisors
95
HighTower Advisors
Illinois
$743K +$63K +989 +9%
EA
96
Efficient Advisors
Ohio
$734K +$5.02K +79 +0.7%
EWMCB
97
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$726K +$726K +11,435 New
AF
98
Advisornet Financial
Minnesota
$721K -$142K -2,243 -16%
TPWA
99
TRUE Private Wealth Advisors
Oregon
$714K -$1.08M -17,069 -60%
CCFM
100
Clear Creek Financial Management
Washington
$711K +$57.5K +906 +9%