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iShares Core 80/20 Aggressive Allocation ETF

261 hedge funds and large institutions have $340M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
261
Holders Change
+8
Holders Change %
+3.16%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
119
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$468K 7,049 +2,591 +58%
CA
127
Cetera Advisors
Colorado
$465K 7,012 -45 -0.6%
SFG
128
Sovereign Financial Group
Connecticut
$455K 6,862 -232 -3%
SL
129
Sentinus LLC
Illinois
$451K 6,803 +11 +0.2%
SWP
130
Stratos Wealth Partners
Ohio
$446K 6,729 -739 -10%
OGF
131
Orin Green Financial
California
$446K 6,718 +377 +6%
WWM
132
Western Wealth Management
Colorado
$437K 6,587 -40 -0.6%
BWM
133
BCGM Wealth Management
Indiana
$435K 6,564 +151 +2%
CIAS
134
Capital Investment Advisory Services
North Carolina
$421K 6,351
MFGP
135
Marshall Financial Group (Pennsylvania)
Pennsylvania
$421K 6,346 +815 +15%
AAP
136
Arax Advisory Partners
Colorado
$416K 6,270 +320 +5%
MLA
137
My Legacy Advisors
Oregon
$415K 6,180 +6,180 New
C1AG
138
Client 1st Advisory Group
Florida
$408K 6,146 -440 -7%
SWM
139
Sugarloaf Wealth Management
Georgia
$402K 6,064 -18 -0.3%
MCIA
140
Mountain Capital Investment Advisors
Colorado
$402K 5,983 +1,035 +21%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$399K 6,069 +548 +10%
FPAS
142
Focus Partners Advisor Solutions
Missouri
$398K 5,999 -303 -5%
GC
143
Gould Capital
Washington
$383K 5,776 +216 +4%
AAS
144
Annex Advisory Services
Wisconsin
$383K 5,767 -1,181 -17%
GFP
145
Guardian Financial Partners
California
$381K 5,737 +4 +0.1%
FSG
146
Financial Strategies Group
Michigan
$371K 5,588 -727 -12%
WWG
147
West Wealth Group
California
$366K 5,518 -61 -1%
HI
148
Harbour Investments
Wisconsin
$364K 5,484 -102 -2%
CWM
149
Cornerstone Wealth Management
Missouri
$354K 5,332 +53 +1%
MIC
150
Means Investment Company
Maine
$353K 5,323 -1,973 -27%