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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 %
MCWS
101
McKinley Carter Wealth Services
West Virginia
$685K 10,319 +222 +2%
TWP
102
Tempus Wealth Planning
California
$683K 10,302 +361 +4%
CCFM
103
Clear Creek Financial Management
Washington
$683K 10,295 +784 +8%
AWS
104
Atria Wealth Solutions
New York
$644K 9,713 +462 +5%
WP
105
WealthPLAN Partners
Nebraska
$639K 9,634 +1,777 +23%
NGA
106
Naples Global Advisors
Florida
$633K 9,539 -290 -3%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$629K 9,474 -2,300 -20%
Renaissance Technologies
108
Renaissance Technologies
New York
$590K 8,900 +8,900 New
SI
109
SimpliFi Inc
California
$576K 8,685 +122 +1%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$575K 8,665 -4,036 -32%
AWM
111
Avior Wealth Management
Nebraska
$557K 8,399 -152 -2%
OIA
112
OneDigital Investment Advisors
Kansas
$556K 8,379 +1,259 +18%
GPWA
113
Great Point Wealth Advisors
Massachusetts
$555K 8,363
BJL
114
Brighton Jones LLC
Washington
$552K 8,328 -215 -3%
VA
115
Valmark Advisers
Ohio
$550K 8,294 +35 +0.4%
LPAM
116
Lodestar Private Asset Management
California
$538K 8,110 -249 -3%
HFA
117
High Falls Advisors
New York
$532K 8,014 +148 +2%
TFO
118
Tarbox Family Office
California
$517K 7,787 -105 -1%
OFG
119
Oxford Financial Group
Indiana
$510K 7,682 -2,853 -27%
WEG
120
World Equity Group
Illinois
$508K 7,660 +4,695 +158%
FAM
121
Forte Asset Management
New York
$496K 7,473 +50 +0.7%
TPA
122
Trivium Point Advisory
Connecticut
$494K 7,444 +123 +2%
MOS
123
MGO One Seven
Ohio
$493K 7,433 -2,496 -25%
BSWM
124
Boston Standard Wealth Management
Massachusetts
$490K 7,393 +153 +2%
JWA
125
JFS Wealth Advisors
Pennsylvania
$469K 7,066 +202 +3%