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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.

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 %
VFP
101
Verus Financial Partners
Virginia
$709K +$13.8K +218 +2%
TWP
102
Tempus Wealth Planning
California
$701K +$47.3K +745 +7%
CMP
103
Courage Miller Partners
Virginia
$696K -$17.1K -269 -2%
Lido Advisors
104
Lido Advisors
California
$695K +$4K +63 +0.6%
IF
105
Integrity Financial
Wyoming
$691K -$10.1K -159 -1%
AL
106
Aspiriant LLC
California
$679K -$4.83K -76 -0.7%
Creative Planning
107
Creative Planning
Kansas
$677K +$2.86K +45 +0.4%
MCWS
108
McKinley Carter Wealth Services
West Virginia
$675K +$20.1K +317 +3%
DT
109
Diversified Trust
Tennessee
$665K -$47.5K -748 -7%
CC
110
Cypress Capital
Tennessee
$634K -$140K -2,202 -18%
WP
111
WealthPLAN Partners
Nebraska
$611K -$508 -8 -0.1%
AWS
112
Atria Wealth Solutions
New York
$606K -$10.9K -172 -2%
LPAM
113
Lodestar Private Asset Management
California
$594K +$79.6K +1,253 +15%
S
114
Syntrinsic
Colorado
$578K +$578K +9,375 New
HFA
115
High Falls Advisors
New York
$567K +$58K +914 +11%
HI
116
Harbour Investments
Wisconsin
$566K +$218K +3,434 +63%
MOS
117
MGO One Seven
Ohio
$565K +$92.6K +1,458 +20%
BJL
118
Brighton Jones LLC
Washington
$564K +$35.4K +558 +7%
WWM
119
Western Wealth Management
Colorado
$560K +$142K +2,232 +34%
VA
120
Valmark Advisers
Ohio
$542K +$15.7K +247 +3%
SI
121
SimpliFi Inc
California
$538K -$13.2K -208 -2%
WEG
122
World Equity Group
Illinois
$525K +$38.7K +609 +8%
FAM
123
Forte Asset Management
New York
$523K +$48.3K +760 +10%
GPWA
124
Great Point Wealth Advisors
Massachusetts
$520K -$10.6K -167 -2%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$518K -$31.7K -499 -6%