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iShares Core 80/20 Aggressive Allocation ETF

234 hedge funds and large institutions have $278M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 75 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-14
Holders Change %
-5.65%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
103
Reduced
75
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
126
Renaissance Technologies
New York
$344K +$122K +2,200 +55%
SL
127
Sentinus LLC
Illinois
$344K +$344K +6,132 New
TPWA
128
TRUE Private Wealth Advisors
Oregon
$337K +$42.3K +764 +14%
C1AG
129
Client 1st Advisory Group
Florida
$335K -$18.9K -340 -5%
WWG
130
West Wealth Group
California
$329K +$13.3K +241 +4%
MFGP
131
Marshall Financial Group (Pennsylvania)
Pennsylvania
$325K +$8.49K +153 +3%
WIM
132
WealthPlan Investment Management
Nebraska
$321K +$321K +5,235 New
CFA
133
Cahill Financial Advisors
Minnesota
$317K +$1.33K +24 +0.4%
AF
134
Affiance Financial
Minnesota
$317K +$317K +5,713 New
CWM
135
CCG Wealth Management
California
$314K -$119K -2,153 -28%
GC
136
Gould Capital
Washington
$314K +$21.9K +395 +7%
AAP
137
Arax Advisory Partners
Colorado
$314K +$34.4K +621 +12%
CWM
138
Cornerstone Wealth Management
Missouri
$312K +$166 +3 +0.1%
FPAS
139
Focus Partners Advisor Solutions
Missouri
$307K +$35.9K +647 +13%
ACM
140
Altrius Capital Management
North Carolina
$305K -$128K -2,319 -30%
MA
141
Mezzasalma Advisors
New Jersey
$302K -$2.05K -37 -0.7%
GFP
142
Guardian Financial Partners
California
$301K -$3.66K -66 -1%
BWM
143
BCGM Wealth Management
Indiana
$294K +$27.6K +484 +10%
TFO
144
Tarbox Family Office
California
$293K -$168K -2,802 -36%
LWMNY
145
Landmark Wealth Management (New York)
New York
$289K +$289K +5,213 New
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$264K -$56.2K -1,003 -18%
TFA
147
TPG Financial Advisors
Oregon
$263K -$63.4K -1,142 -19%
GVAG
148
Great Valley Advisor Group
Delaware
$262K
JCM
149
Jacobsen Capital Management
Utah
$251K -$37K -666 -13%
MFS
150
Madrona Financial Services
Washington
$250K -$51.6K -930 -17%