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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 Holding Trade Value Shares
Change
Shares
Change %
MOS
101
MGO One Seven
Ohio
$631K -$12.1K -190 -2%
NGA
102
Naples Global Advisors
Florida
$625K -$251K -3,942 -29%
CCFM
103
Clear Creek Financial Management
Washington
$605K +$128K +2,012 +27%
AWS
104
Atria Wealth Solutions
New York
$588K -$23.5K -369 -4%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$573K -$736K -11,589 -56%
SI
106
SimpliFi Inc
California
$545K +$13.9K +218 +3%
AWM
107
Avior Wealth Management
Nebraska
$544K +$19K +299 +4%
BJL
108
Brighton Jones LLC
Washington
$543K +$122K +1,916 +29%
GPWA
109
Great Point Wealth Advisors
Massachusetts
$532K -$73.1K -1,149 -12%
LPAM
110
Lodestar Private Asset Management
California
$532K +$38.7K +608 +8%
VA
111
Valmark Advisers
Ohio
$525K +$34.1K +536 +7%
HighTower Advisors
112
HighTower Advisors
Illinois
$512K -$108K -1,693 -17%
5SA
113
5th Street Advisors
Connecticut
$503K -$119K -1,879 -19%
TFO
114
Tarbox Family Office
California
$502K -$12.3K -193 -2%
HFA
115
High Falls Advisors
New York
$500K +$27.3K +430 +6%
WP
116
WealthPLAN Partners
Nebraska
$500K -$6.8K -107 -1%
SWP
117
Stratos Wealth Partners
Ohio
$475K -$56.9K -894 -11%
FAM
118
Forte Asset Management
New York
$472K +$3.18K +50 +0.7%
TPA
119
Trivium Point Advisory
Connecticut
$466K
MIC
120
Means Investment Company
Maine
$464K -$82.9K -1,303 -15%
BSWM
121
Boston Standard Wealth Management
Massachusetts
$460K +$33.5K +528 +8%
OIA
122
OneDigital Investment Advisors
Kansas
$453K -$82.5K -1,297 -15%
SFG
123
Sovereign Financial Group
Connecticut
$451K -$223K -3,506 -33%
CA
124
Cetera Advisors
Colorado
$449K -$33.1K -521 -7%
AAS
125
Annex Advisory Services
Wisconsin
$442K -$2.28M -35,932 -84%