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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 %
AWM
101
Avior Wealth Management
Nebraska
$471K -$51K -921 -10%
SI
102
SimpliFi Inc
California
$461K +$16.7K +301 +4%
SWP
103
Stratos Wealth Partners
Ohio
$457K -$5.27K -95 -1%
HighTower Advisors
104
HighTower Advisors
Illinois
$444K -$120K -2,173 -21%
FCA
105
FinTrust Capital Advisors
South Carolina
$442K +$72.5K +1,279 +20%
OIA
106
OneDigital Investment Advisors
Kansas
$439K +$225K +4,064 +105%
VA
107
Valmark Advisers
Ohio
$427K +$13.4K +242 +3%
CA
108
Cetera Advisors
Colorado
$419K +$52.1K +940 +14%
TPA
109
Trivium Point Advisory
Connecticut
$417K +$914 +16 +0.2%
WEG
110
World Equity Group
Illinois
$409K -$4.6K -83 -1%
CCFM
111
Clear Creek Financial Management
Washington
$405K -$9.49K -171 -2%
FAM
112
Forte Asset Management
New York
$405K +$3.66K +66 +0.9%
SBL
113
Sargent Bickham Lagudis
Colorado
$394K
HI
114
Harbour Investments
Wisconsin
$385K
SWM
115
Sugarloaf Wealth Management
Georgia
$385K +$22.7K +409 +6%
BJL
116
Brighton Jones LLC
Washington
$381K -$26.3K -474 -6%
FSG
117
Financial Strategies Group
Michigan
$381K +$45.1K +813 +13%
KWM
118
Keebeck Wealth Management
Illinois
$379K -$7.71K -139 -2%
JWA
119
JFS Wealth Advisors
Pennsylvania
$379K +$3.6K +65 +1%
MCIA
120
Mountain Capital Investment Advisors
Colorado
$379K +$21.7K +388 +6%
HFA
121
High Falls Advisors
New York
$378K -$26.7K -481 -7%
DP
122
Divergent Planning
Maryland
$377K -$1.94K -35 -0.5%
Truist Financial
123
Truist Financial
North Carolina
$377K +$377K +6,808 New
BSWM
124
Boston Standard Wealth Management
Massachusetts
$373K +$6.21K +112 +2%
OGF
125
Orin Green Financial
California
$344K -$1.88K -34 -0.5%