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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 %
DP
151
Divergent Planning
Maryland
$356K -$50.7K -848 -12%
MFGP
152
Marshall Financial Group (Pennsylvania)
Pennsylvania
$352K +$1.79K +30 +0.5%
GFP
153
Guardian Financial Partners
California
$342K +$17.6K +294 +5%
FPAS
154
Focus Partners Advisor Solutions
Missouri
$342K +$10.9K +183 +3%
MA
155
Mezzasalma Advisors
New Jersey
$323K -$2.69K -45 -0.8%
CA
156
CGN Advisors
Kansas
$321K +$57K +954 +22%
HI
157
Harbour Investments
Wisconsin
$298K -$85.7K -1,434 -22%
ACM
158
Altrius Capital Management
North Carolina
$297K -$32.5K -544 -10%
LWMNY
159
Landmark Wealth Management (New York)
New York
$292K -$19.5K -326 -6%
CFA
160
Cahill Financial Advisors
Minnesota
$290K -$51.9K -868 -15%
CWP
161
Corepath Wealth Partners
Arizona
$279K +$8.29K +135 +3%
BWM
162
BCGM Wealth Management
Indiana
$276K -$31.8K -533 -10%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$275K -$8.17K -136 -3%
JCM
164
Jacobsen Capital Management
Utah
$271K +$1.02K +17 +0.4%
MFS
165
Madrona Financial Services
Washington
$269K -$60 -1 -0%
GCM
166
Gallacher Capital Management
Colorado
$260K +$260K +4,355 New
KWM
167
Keebeck Wealth Management
Illinois
$254K -$155K -2,586 -38%
CCA
168
Cora Capital Advisors
New Jersey
$250K +$250K +4,186 New
WSTAM
169
Wilbanks Smith & Thomas Asset Management
Virginia
$248K +$13K +217 +6%
AIA
170
Arbor Investment Advisors
North Carolina
$247K +$247K +4,129 New
KWM
171
Kingsview Wealth Management
Oregon
$246K +$21.5K +360 +10%
SF
172
SBK Financial
Virginia
$245K +$896 +15 +0.4%
SFA
173
Source Financial Advisors
New York
$242K -$1.55K -26 -0.6%
LA
174
Lane & Associates
New Jersey
$242K +$242K +4,050 New
MSFS
175
Main Street Financial Solutions
Pennsylvania
$239K +$239K +4,000 New