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iShares Core 80/20 Aggressive Allocation ETF

269 hedge funds and large institutions have $633M invested in iShares Core 80/20 Aggressive Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+35
Holders Change %
+14.96%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
56
Increased
114
Reduced
69
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
126
IFP Advisors
Florida
$454K -$76.8K -1,396 -14%
CA
127
Cetera Advisors
Colorado
$453K +$1.37K +23 +0.3%
TPA
128
Trivium Point Advisory
Connecticut
$449K +$1.16K +19 +0.3%
CCFM
129
Clear Creek Financial Management
Washington
$448K +$12K +200 +3%
WEG
130
World Equity Group
Illinois
$446K +$5.26K +88 +1%
HFA
131
High Falls Advisors
New York
$444K +$37.4K +626 +9%
FAM
132
Forte Asset Management
New York
$441K +$4.48K +75 +1%
FSG
133
Financial Strategies Group
Michigan
$432K +$21.3K +357 +5%
AF
134
Affiance Financial
Minnesota
$427K +$85.7K +1,434 +25%
SBL
135
Sargent Bickham Lagudis
Colorado
$425K
WWM
136
Western Wealth Management
Colorado
$413K -$396K -6,634 -49%
JWA
137
JFS Wealth Advisors
Pennsylvania
$411K +$2.21K +37 +0.5%
TFA
138
TPG Financial Advisors
Oregon
$410K +$127K +2,130 +45%
SL
139
Sentinus LLC
Illinois
$405K +$38.9K +651 +11%
BSWM
140
Boston Standard Wealth Management
Massachusetts
$401K -$836 -14 -0.2%
BJL
141
Brighton Jones LLC
Washington
$396K -$14.7K -246 -4%
Renaissance Technologies
142
Renaissance Technologies
New York
$390K +$19.7K +330 +5%
MCIA
143
Mountain Capital Investment Advisors
Colorado
$382K -$34.1K -554 -8%
OGF
144
Orin Green Financial
California
$375K +$2.03K +34 +0.5%
CWM
145
Chicago Wealth Management
Illinois
$367K +$367K +6,145 New
AAP
146
Arax Advisory Partners
Colorado
$366K +$27.6K +462 +8%
C1AG
147
Client 1st Advisory Group
Florida
$366K +$4.84K +81 +1%
SWM
148
Sugarloaf Wealth Management
Georgia
$363K -$51.1K -855 -12%
WWG
149
West Wealth Group
California
$362K +$6.93K +116 +2%
GC
150
Gould Capital
Washington
$360K +$21.2K +355 +6%