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iShares Core 80/20 Aggressive Allocation ETF

307 hedge funds and large institutions have $515M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 131 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
307
Holders Change
+32
Holders Change %
+11.64%
% of All Funds
4.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
131
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCFM
101
Clear Creek Financial Management
Washington
$821K +$48.2K +698 +6%
EA
102
Efficient Advisors
Ohio
$786K -$12.9K -187 -2%
HighTower Advisors
103
HighTower Advisors
Illinois
$780K -$23.9K -346 -3%
UCFA
104
United Capital Financial Advisors
Texas
$774K -$149K -2,162 -16%
Lido Advisors
105
Lido Advisors
California
$771K +$15.6K +226 +2%
DT
106
Diversified Trust
Tennessee
$771K +$47.7K +691 +7%
MAM
107
Mainsail Asset Management
Alabama
$769K +$769K +11,142 New
TWP
108
Tempus Wealth Planning
California
$743K -$19.6K -284 -3%
VFP
109
Verus Financial Partners
Virginia
$737K -$41K -591 -5%
MCWS
110
McKinley Carter Wealth Services
West Virginia
$737K +$2.21K +32 +0.3%
AF
111
Advisornet Financial
Minnesota
$730K -$54.3K -786 -7%
IF
112
Integrity Financial
Wyoming
$725K -$26.9K -389 -4%
AL
113
Aspiriant LLC
California
$725K -$14.4K -209 -2%
W
114
Wealthquest
Ohio
$697K -$184K -2,670 -21%
LPAM
115
Lodestar Private Asset Management
California
$695K +$48.1K +697 +7%
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$689K +$517K +7,488 +300%
S
117
Syntrinsic
Colorado
$675K +$46.7K +696 +7%
CC
118
Cypress Capital
Tennessee
$667K -$21.9K -317 -3%
CMP
119
Courage Miller Partners
Virginia
$646K -$111K -1,609 -15%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$646K -$1.79M -25,902 -73%
WEG
121
World Equity Group
Illinois
$640K +$68.8K +997 +12%
MOS
122
MGO One Seven
Ohio
$638K +$24K +348 +4%
HFA
123
High Falls Advisors
New York
$626K +$10K +145 +2%
BJL
124
Brighton Jones LLC
Washington
$619K +$5.87K +85 +1%
WWM
125
Western Wealth Management
Colorado
$617K +$7.6K +110 +1%