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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
Holders
269
Holders Change
+35
Holders Change %
+14.96%
% of All Funds
4.34%
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
Shares
Change %
OFG
101
Oxford Financial Group
Indiana
$666K +$47K +786 +8%
CMP
102
Courage Miller Partners
Virginia
$657K -$31K -518 -4%
Creative Planning
103
Creative Planning
Kansas
$645K +$65.4K +1,095 +11%
CPG
104
Cornerstone Planning Group
New Jersey
$643K +$643K +10,346 New
SFG
105
Sovereign Financial Group
Connecticut
$633K -$156K -2,616 -20%
DT
106
Diversified Trust
Tennessee
$631K +$46.2K +774 +8%
MCWS
107
McKinley Carter Wealth Services
West Virginia
$602K -$5.86K -98 -1%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$600K -$1.22M -20,447 -67%
TWP
109
Tempus Wealth Planning
California
$589K -$31.4K -525 -5%
5SA
110
5th Street Advisors
Connecticut
$585K -$33.1K -554 -5%
HighTower Advisors
111
HighTower Advisors
Illinois
$580K +$103K +1,734 +22%
AWS
112
Atria Wealth Solutions
New York
$575K +$17K +284 +3%
GPWA
113
Great Point Wealth Advisors
Massachusetts
$568K +$30.8K +515 +6%
MIC
114
Means Investment Company
Maine
$514K -$1.73K -29 -0.3%
WIM
115
WealthPlan Investment Management
Nebraska
$509K +$174K +2,729 +52%
WP
116
WealthPLAN Partners
Nebraska
$509K +$509K +7,964 New
OIA
117
OneDigital Investment Advisors
Kansas
$503K +$29.6K +495 +6%
SWP
118
Stratos Wealth Partners
Ohio
$500K +$6.93K +116 +1%
SI
119
SimpliFi Inc
California
$499K +$1.73K +29 +0.3%
AWM
120
Avior Wealth Management
Nebraska
$493K -$14.8K -248 -3%
TFO
121
Tarbox Family Office
California
$483K +$191K +3,195 +65%
CIAS
122
Capital Investment Advisory Services
North Carolina
$480K -$87.6K -1,466 -15%
LPAM
123
Lodestar Private Asset Management
California
$463K +$463K +7,751 New
VA
124
Valmark Advisers
Ohio
$461K +$1.49K +25 +0.3%
MOS
125
MGO One Seven
Ohio
$459K +$41.8K +920 +10%