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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 %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$321K -$1.39M -21,900 -81%
MCIA
152
Mountain Capital Investment Advisors
Colorado
$318K -$81.1K -1,262 -20%
CFA
153
Cahill Financial Advisors
Minnesota
$309K +$1.02K +16 +0.3%
CWP
154
Corepath Wealth Partners
Arizona
$305K +$14.5K +227 +5%
MFS
155
Madrona Financial Services
Washington
$286K
KWM
156
Kingsview Wealth Management
Oregon
$283K +$22K +346 +8%
SFA
157
Source Financial Advisors
New York
$277K +$19.6K +309 +8%
WSTAM
158
Wilbanks Smith & Thomas Asset Management
Virginia
$273K +$8.78K +138 +3%
AIA
159
Arbor Investment Advisors
North Carolina
$272K +$9.6K +151 +4%
LWMNY
160
Landmark Wealth Management (New York)
New York
$272K -$38.4K -604 -12%
MWM
161
Marion Wealth Management
Pennsylvania
$267K +$30.8K +485 +13%
ACM
162
Altrius Capital Management
North Carolina
$262K -$53.1K -835 -17%
CCA
163
Cora Capital Advisors
New Jersey
$260K -$6.68K -105 -3%
KWM
164
Keebeck Wealth Management
Illinois
$258K -$11.8K -185 -4%
MSFS
165
Main Street Financial Solutions
Pennsylvania
$254K
TF
166
TimeScale Financial
Massachusetts
$249K +$81.6K +1,283 +49%
SAG
167
SageView Advisory Group
California
$247K +$25.8K +405 +12%
MMA
168
Miracle Mile Advisors
California
$244K +$244K +3,833 New
SFWC
169
Strategic Family Wealth Counselors
New Jersey
$244K
TSS
170
Two Sigma Securities
New York
$239K +$239K +3,757 New
AIM
171
Acropolis Investment Management
Missouri
$236K +$66.8K +1,050 +40%
SWA
172
Sax Wealth Advisors
New Jersey
$231K +$11.1K +175 +5%
OAP
173
One Advisory Partners
Kansas
$231K +$231K +3,628 New
AWA
174
Aquire Wealth Advisors
Utah
$227K +$11.1K +174 +5%
SG
175
Strid Group
Pennsylvania
$218K +$218K +3,432 New