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iShares Core 80/20 Aggressive Allocation ETF

253 hedge funds and large institutions have $306M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-16
Holders Change %
-5.95%
% of All Funds
4.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
96
Reduced
94
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
126
JFS Wealth Advisors
Pennsylvania
$436K -$572 -9 -0.1%
SL
127
Sentinus LLC
Illinois
$432K +$572 +9 +0.1%
TFA
128
TPG Financial Advisors
Oregon
$431K -$6.3K -99 -1%
WWM
129
Western Wealth Management
Colorado
$421K -$18K -283 -4%
C1AG
130
Client 1st Advisory Group
Florida
$419K +$29.5K +464 +8%
BWM
131
BCGM Wealth Management
Indiana
$408K +$114K +1,795 +39%
CIAS
132
Capital Investment Advisory Services
North Carolina
$404K -$107K -1,682 -21%
OGF
133
Orin Green Financial
California
$403K +$4.45K +70 +1%
FSG
134
Financial Strategies Group
Michigan
$402K -$58K -912 -13%
FPAS
135
Focus Partners Advisor Solutions
Missouri
$401K +$37.3K +586 +10%
SWM
136
Sugarloaf Wealth Management
Georgia
$387K
AAP
137
Arax Advisory Partners
Colorado
$378K -$11K -173 -3%
GFP
138
Guardian Financial Partners
California
$365K +$700 +11 +0.2%
HI
139
Harbour Investments
Wisconsin
$355K +$37.6K +591 +12%
WWG
140
West Wealth Group
California
$355K -$30.9K -486 -8%
GC
141
Gould Capital
Washington
$354K -$29.4K -462 -8%
MFGP
142
Marshall Financial Group (Pennsylvania)
Pennsylvania
$352K -$22.4K -353 -6%
WEG
143
World Equity Group
Illinois
$349K -$529K -4,498 -60%
LA
144
Lane & Associates
New Jersey
$348K +$90.5K +1,423 +35%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$348K +$59.4K +942 +21%
DP
146
Divergent Planning
Maryland
$343K -$35.9K -564 -9%
MA
147
Mezzasalma Advisors
New Jersey
$342K -$1.78K -28 -0.5%
CWM
148
Cornerstone Wealth Management
Missouri
$336K +$336K +5,279 New
CIA
149
Cape Investment Advisory
Georgia
$331K +$331K +5,208 New
GCM
150
Gallacher Capital Management
Colorado
$330K +$53K +833 +19%