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iShares Core 80/20 Aggressive Allocation ETF

275 hedge funds and large institutions have $336M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+14
Holders Change %
+5.36%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
111
Reduced
97
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$504K -$29.3K -462 -6%
TPA
127
Trivium Point Advisory
Connecticut
$489K +$26.8K +431 +6%
MWM
128
Meridian Wealth Management
Kentucky
$479K +$244K +3,833 +103%
KWM
129
Kingsview Wealth Management
Oregon
$473K +$25.2K +397 +6%
BSWM
130
Boston Standard Wealth Management
Massachusetts
$471K +$1.78K +28 +0.4%
OFG
131
Oxford Financial Group
Indiana
$471K -$16.9K -266 -3%
OGF
132
Orin Green Financial
California
$464K +$37.5K +591 +9%
JWA
133
JFS Wealth Advisors
Pennsylvania
$450K +$1.27K +20 +0.3%
OIA
134
OneDigital Investment Advisors
Kansas
$447K -$84.8K -1,336 -16%
BWM
135
BCGM Wealth Management
Indiana
$432K +$15.2K +240 +4%
TFO
136
Tarbox Family Office
California
$427K -$66.9K -1,054 -14%
FPAS
137
Focus Partners Advisor Solutions
Missouri
$412K +$31.6K +497 +8%
AAP
138
Arax Advisory Partners
Colorado
$412K +$13.9K +219 +3%
Comerica Bank
139
Comerica Bank
Texas
$410K +$410K +6,459 New
SWP
140
Stratos Wealth Partners
Ohio
$408K -$19.1K -301 -4%
MFGP
141
Marshall Financial Group (Pennsylvania)
Pennsylvania
$404K +$1.33K +21 +0.3%
SWM
142
Sugarloaf Wealth Management
Georgia
$396K +$11.1K +175 +3%
CIAS
143
Capital Investment Advisory Services
North Carolina
$396K -$7.56K -119 -2%
MMA
144
Miracle Mile Advisors
California
$379K +$74.2K +1,169 +24%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$377K -$9.42K -148 -2%
ASN
146
Advisory Services Network
Georgia
$376K -$344K -5,419 -48%
WWG
147
West Wealth Group
California
$374K +$24K +378 +7%
GFP
148
Guardian Financial Partners
California
$370K +$5.59K +88 +2%
KA
149
Klingman & Associates
New York
$356K +$356K +5,604 New
SFG
150
Sovereign Financial Group
Connecticut
$353K -$82.5K -1,299 -19%