AOA icon

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 %
CWP
151
Corepath Wealth Partners
Arizona
$248K +$5.23K +93 +2%
CA
152
CGN Advisors
Kansas
$245K
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$243K +$243K +4,376 New
SF
154
SBK Financial
Virginia
$227K +$1.94K +35 +0.9%
SFA
155
Source Financial Advisors
New York
$226K -$84.1K -1,517 -27%
SC
156
Stephens Consulting
Michigan
$221K +$211K +3,806 +2,213%
WSTAM
157
Wilbanks Smith & Thomas Asset Management
Virginia
$218K +$3.65K +66 +2%
SFWC
158
Strategic Family Wealth Counselors
New Jersey
$212K
KWM
159
Kingsview Wealth Management
Oregon
$208K -$3.94K -71 -2%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$201K +$1.55K +28 +0.8%
RIA
161
Realta Investment Advisors
Delaware
$183K +$183K +3,300 New
NC
162
NewSquare Capital
Pennsylvania
$182K
AIM
163
Acropolis Investment Management
Missouri
$147K +$147K +2,647 New
TF
164
TimeScale Financial
Massachusetts
$146K +$10.7K +193 +8%
BA
165
Bellwether Advisors
Nebraska
$144K +$10.6K +191 +8%
BHWM
166
Bay Harbor Wealth Management
Maryland
$142K +$166 +3 +0.1%
S
167
SignatureFD
Georgia
$141K +$1.16K +21 +0.8%
JPMorgan Chase & Co
168
JPMorgan Chase & Co
New York
$137K +$11.2K +202 +9%
MWM
169
Mascoma Wealth Management
New Hampshire
$135K -$9.81K -177 -7%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$119K -$9.62K -174 -7%
CF
171
Centaurus Financial
California
$112K -$6.31K -114 -5%
PFA
172
Professional Financial Advisors
Nebraska
$104K +$830 +15 +0.8%
US Bancorp
173
US Bancorp
Minnesota
$98K -$10.4K -187 -10%
FFA
174
Founders Financial Alliance
North Carolina
$97K +$4.43K +80 +5%
SPIA
175
Steward Partners Investment Advisory
New York
$96K